Alaska Wealth Advisors
As Alaska’s fastest-growing registered investment advisor, we provide investment management strategies that match our clients’ unique financial circumstances. Especially for physicians, we recognize the value of time saved when you hire trusted experts for the professional management of your assets. Our advisors are committed to accommodating your schedule, holistic planning, and providing access to institutional-level investments. As your local Alaskan partner, we welcome collaboration with your team of professionals (CPA, Attorney) to ensure your legacy is on track.
Our most successful relationships are with health professionals who desire to work with professionals they can trust to get the job done while you build your practice and run your household. Those clients are maximizing their employer-sponsored retirement plans and looking to invest additional money outside of their 401(k).
- Services: Financial Planning, Investment Management, Tax Strategizing
- Ideal Client: Seeking a trusted advisor so you may focus on your practice.
- Location: Anchorage, AK
- Alaska Wealth Advisors Application, ADV2
- Website, [email protected], (907) 272-7575
|Account Balance||Advisory Fee|
|First $1 million||1.00 %|
|Next $2 million||0.75 %|
|Next $2 million||0.50 %|
Minimum of $500,000. For accounts exceeding $5 million, please request a separate fee schedule. Fees are calculated for the prorated monthly portion and billed monthly in arrears for the specified time period. The calculation is based on the account value at the close of business on the last business day of the month.
Ask about our separate fee schedule for who are currently in resident and/or fellowship.