Alaska Wealth Advisors
Assets Under Management
$925.4M
Number of Clients
629
Number of Advisors
11
Average Client AUM
$1.5M
AUM per Advisor
$84.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alaska Wealth Advisors, a subsidiary of APCM, offers financial planning and investment management using stock and bond index funds or actively managed fixed income portfolios. They may offer private placements to qualified clients. Financial planning is generally included with investment management services but may also be provided separately. APCM provides investment research, model development, and trading execution.
Fee Structure
Fees are negotiable and depend on the size of the account and other considerations. Account fees range from 1.5% of assets under management and below. Clients may incur custodian fees and other transaction costs. Fees are calculated monthly in arrears based on the end-of-month market value. For certain annuities, fees are calculated quarterly in arrears based upon the average daily contract value.
Areas of Practice
Location
3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503