Alongside, LLC provides financial planning, consulting, and investment management services. Financial planning covers business, trust and estate, insurance, retirement, tax, cash flow, and education planning. Investment management involves allocating assets among mutual funds, ETFs, structured notes, annuities, alternative investments, and third-party managers. Alongside, LLC tailors its services to each client's needs and investment objectives.
Assets Under Management$0
ClientsN/A
Advisors18
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by us and the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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