Alliance Wealth Management Group, LLC
Assets Under Management
$424.2M
Number of Clients
425
Number of Advisors
6
Average Client AUM
$998K
AUM per Advisor
$70.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alliance Wealth Management Group (AWMG) offers investment and wealth management services, including financial planning and discretionary management of investment portfolios. They allocate client assets among mutual funds, ETFs, and individual securities. AWMG also provides financial planning and consulting services, including business, cash flow, estate, insurance, retirement, charitable giving, distribution, and tax planning.
Fee Structure
For investment and wealth management, there's a $500,000 minimum account balance, which can be negotiated or waived. The maximum annual fee is 1.95%, billed quarterly in advance. Financial planning fees are waived for investment management clients. Stand-alone financial planning ranges from $3,500 to $15,000 on a fixed fee basis or $300 to $750 hourly, depending on scope and complexity. Clients also incur transaction fees charged by their custodian.
Areas of Practice
Location
23 Royal Road, Suite 101, Flemington, NJ, 08822