Alaska Wealth Advisors offers financial planning and investment management, primarily for individuals and institutions. They focus on investments in stock and bond index funds, or actively managed fixed income portfolios. Financial planning is generally included with investment management services, but can be provided separately. Alaska Wealth Advisors personnel direct trading activity, while APCM personnel execute the trades.
Assets Under Management$930M
Clients629
Advisors12
Avg. per Client$1.5M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable depending on the size of the account and other considerations.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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