Alcyon Wealth Partners provides wealth management services, including financial planning, investment management, family governance, succession planning, service provider selection, consolidated reporting, and bill payment support. Alcyon works with clients to identify investment goals, risk tolerance, and financial situations to develop a customized investment strategy. Alcyon acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith.
Fee Structure
Alcyon Wealth Partners manages investments for a fee based on the value of your portfolio. The annual fee ranges from 1.00% to 2.00% depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance. The fee may be negotiable.