ALNA Wealth Management provides customized investment management and financial planning services to individuals, high-net-worth individuals, businesses, and retirement plans. The firm acts in your best interest as a legally required fiduciary. For investment management, ALNA Wealth Management builds personalized portfolios using primarily low-cost, diversified mutual funds and exchange-traded funds, along with individual stocks, bonds, or alternative investments when appropriate. The firm also offers financial planning services covering retirement, taxes, cash flow, education savings, and insurance needs. Additionally, ALNA Wealth Management provides retirement plan consulting services for business employers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.55% |
Minimum annual fee of $5,000 applies, which includes financial planning services. Fees are not negotiable.