Alliance Wealth Management Group (AWMG) offers investment and wealth management services, including financial planning and discretionary management of investment portfolios. AWMG allocates client assets among mutual funds, exchange-traded funds, and individual securities. They also offer financial planning and consulting services, such as business, retirement, and tax planning. AWMG utilizes the sub-advisory services of Towercrest Capital Management, LLC to aid in the implementation of an investment portfolio.
Fee Structure
AWMG manages investment portfolios for a fee based on the value of your account. The maximum annual fee is 1.95%. Fees are billed quarterly in advance and are negotiable. AWMG requires a minimum account balance of $500,000, but this may be negotiable or waived. If AWMG uses a sub-advisor, they will compensate the sub-advisor from the overall investment advisory fee.