Almanack Investment Partners provides investment management services using model asset allocation portfolios. They work with individuals, high net worth individuals, and institutions. Almanack also offers financial planning and consulting services when requested. They manage accounts through relationships with custodians like Schwab and Fidelity. Almanack's representatives determine the best model portfolio for each client's needs and objectives.
Fee Structure
Almanack Investment Partners charges a percentage of your portfolio annually for investment management. The specific rate depends on your advisor's fee schedule. A minimum of $100,000 is typically required to use investment advisory services, but this may be waived. Almanack may also recommend investments in affiliated private funds.