Financial Alternatives offers investment management and wealth advisory services, including financial planning and consulting. Investment management involves managing assets in various account types based on client objectives. Wealth advisory services, offered separately, include financial advice, planning, and consulting on investment and non-investment matters. Financial Alternatives may recommend unaffiliated third-party asset managers. The firm does not recommend borrowing for investment purposes.
Fee Structure
Financial Alternatives offers investment management services for a fee based on a percentage of the value of your portfolio. These fees typically range from 0.50% to 1.00% annually, but may be higher or lower in some cases. Client accounts may be subject to a minimum annual fee. Fees and minimums may be subject to negotiation or exceptions in some cases.
