Align Financial Advisors offers ongoing asset management services, determining investment goals, risk tolerance, and objectives. Investment strategies, selection, and portfolio monitoring are based on these factors. AFA also provides financial planning and consulting services, evaluating a client’s current and future financial state to predict cash flows and asset values, and recommend purchase and sales, and withdrawal plans.
Assets Under Management$74M
Clients93
Advisors3
Avg. per Client$790K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $500K | 1.00% |
| $500K+ | 0.50% |
No fees will be charged for short-term assets (money market funds, CDs) held in accounts. For accounts with $0 - $50,000 in no more than 2 accounts, the fee is $500. Each additional account is $50 per calendar quarter. Fees under this schedule can amount to over 3% of the portfolio value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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