Aletheian Wealth Advisors offers investment management and family advisory services. Investment management includes creating a personalized investment policy and managing client portfolios. Family advisory services provide financial planning for clients with complex assets, including estate and wealth transfer, cash flow analysis, and tax planning. AWA primarily recommends ETFs but may use other securities to diversify portfolios.
Assets Under Management$410M
Clients137
Advisors5
Avg. per Client$3M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Treasury Management is offered to maintain a high liquidity profile for a flat rate of 0.25%, with a minimum account value of $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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