Aligning Wealth provides investment management and financial planning services. Investment management involves continuous advice and management of client portfolios based on individual needs. Financial planning involves evaluating current financial circumstances and future projections to help clients achieve their financial goals. They also offer small business CFO services to wealth management clients.
Assets Under Management$4M
Clients16
Advisors1
Avg. per Client$250K
Avg. per Advisor$4M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
For clients whose assets exceed $600,000. For clients paying Aligning Wealth’s asset-based fee and with assets greater than $600,000, Aligning Wealth will cover the Outside Manager’s fee. For other clients, the Outside Manager’s fee will be charged in addition to Aligning Wealth’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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