Alegre Wealth Management provides wealth management services, which include investment management and financial planning. They offer continuous advice on investing client funds based on individual needs. They also offer financial planning services, either ongoing or project-based, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement planning, and tax strategies. Alegre Wealth Management does not have a minimum account size requirement.
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)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Minimum annual portfolio management fee of $7,500 ($1,875/quarterly) applies for each client relationship. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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