Wealth Teams Alliance
Assets Under Management
$205.6M
Number of Clients
780
Number of Advisors
10
Average Client AUM
$264K
AUM per Advisor
$20.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Teams Alliance offers discretionary or non-discretionary investment management services on a wrap fee basis. The firm provides customized investment advisory services and, to the extent requested, financial planning and related consulting. They may recommend unaffiliated investment managers and perform due diligence over them.
Fee Structure
Wealth Teams Alliance charges an annual wrap fee ranging from 0.60% to 1.10%, which includes securities transaction fees. The fee is based on factors like the representative assigned, assets invested, complexity, and servicing needs. Clients may be responsible for fees for trades executed away from the custodian, trustee fees, and mutual fund/ETF internal expenses. Fees are charged quarterly in advance, based on the prior quarter's value. Similar clients could pay different fees.
Areas of Practice
Location
15520 Rockfield Blvd, Suite G, Irvine, CA, 92618