Almega Wealth Management offers private wealth management, family wealth management, and Ramsey SmartVestor services. These services include investment consulting, advanced planning, and relationship management. Almega manages financial assets using passive investment strategies, but may use customized active investment advisory services when clients’ needs are specific. Almega also offers cash management and tax return preparation services.
Assets Under Management$82M
Clients227
Advisors3
Avg. per Client$360K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable. If the client requests a customized active investment advisory service, Almega may charge an AUM fee up to +1.0% higher than quoted in the above table for the specific account(s) utilizing an active investment advisory service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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