How we are paid
At Alinity Wealth Management, our goal is simple: to provide meaningful value—both financially and through thoughtful financial guidance and planning support—than the fees you pay. We also believe that how we are compensated should support our relationship with you, not create uncertainty.
As fiduciaries, we do not earn commissions or sales charges for our investment or financial planning recommendations. Instead, we are compensated in one of two ways:
- A flat fee when we are providing advice but not directly managing investments, or
- A percentage of assets under management when we manage your investments in‑house.
Below is our advisory fee schedule, which uses a tiered structure. Each tier of assets is billed at its own rate, creating a blended overall fee.
For example, a household with $2 million in managed investments would pay a blended advisory fee of 1.13%.
We believe this tiered structure reflects the complexity of our clients’ financial lives and represents a fair cost relative to the value we deliver through holistic planning and ongoing relationship.
Annual Fee Schedule
1.55% on first $100,000
1.30% on next $100,000-800,000
1.00% on next $800,000-2,000,000
0.825% on next $2,000,000-5,000,000
0.65% on next $5,000,000-10,000,000
0.45% on next $10,000,000-20,000,000
0.25% on next $20,000,000+
All fees listed are subject to negotiation and are not all-inclusive. Please refer to the Mariner Platform Solutions Form ADV Part 2 for additional information regarding fees and services.
This is provided for informational and educational purposes only. Fees can vary based on the complexity and scope of services offered. Therefore, the fees can be higher or lower than what is reflected herein. Also, fees provided herein only apply to the fees charged by the advisor and do not incorporate additional expenses that may be associated with implementing an investment management or financial plan, such as, but not limited to custodial fees, transaction costs, and other program or product related fees and expenses. Please discuss your situation with your advisor before making any investment or financial decisions. Please understand that investing involves risk and the potential to lose principal.