Align Financial Solutions offers investment management services on a discretionary or non-discretionary basis. They also provide ongoing financial planning, including investment advice, goal setting, and analysis of various financial aspects like net worth, cash flow, retirement, insurance, and estate planning. They may use sub-advisors and co-advisors. Additionally, Align Financial Solutions offers financial planning and consulting services on an hourly or fixed-fee basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.35% |
Fees are negotiable. The fee schedule includes an additional platform fee if Align Financial Solutions utilizes Co-Advisor (GeoWealth). There is a 0.10% additional fee for their tax overlay services, which is not included in our advisory fees. Model portfolio fees can be anywhere from 0 to 0.65%.