Align Wealth Advisors provides investment advice and financial planning to individuals and families. Services include creating investment portfolios with stocks, bonds, ETFs, and mutual funds, as well as financial planning covering retirement, estate, tax, and education planning. Align Wealth Advisors also offers consulting for company retirement plans. They may refer clients to other specialists like accountants or attorneys.
Assets Under Management$90M
Clients203
Advisors2
Avg. per Client$440K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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