Align Advisor Group offers financial planning, consulting, and investment management services to individuals, high net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations. Align develops a personal investment policy or plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets. Align also offers advisory services through LPL Financial programs and third-party money managers.
Fee Structure
Align Advisor Group offers investment management services where the fee is based on a percentage of the value of your portfolio and is negotiable, generally ranging between 0.75% and 1.25% per year. The fee is paid quarterly in advance. Align also offers access to advisory services via mutual funds directly with American Funds where the advisory fee will not exceed 1.50% across assets in the program, however the fee rate is not negotiable. These fees will be deducted quarterly in arrears.