Alaminos Wealth Planning offers investment management services where they create and manage a portfolio based on your goals, risk tolerance, and tax considerations. They also offer financial planning services, working with you to develop and implement a plan covering areas like cash flow, debt management, retirement, investments, college savings, tax strategies, risk management, insurance, estate planning, and business planning. Alaminos Wealth Planning may recommend outside investment managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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