Alternative Investment Advisors (AIA) offers investment advice and financial planning to individuals, families, and institutions. AIA's services include managing investment portfolios, financial planning, and retirement plan services. AIA works with clients to create customized investment strategies based on their goals, risk tolerance, and financial situation. AIA may recommend other professionals, but clients are not obligated to use them.
Fee Structure
AIA manages investment portfolios through Separately Managed Account Programs. The annual fee ranges from 0.25% to 2.50% of the account value, billed quarterly in advance. The fee is based on the market value of your investments at the end of the previous quarter. AIA may deduct the fee directly from your account with your permission.