At Alchemy Wealth Management we believe that fees should be

SIMPLE & Transparent

We believe so strongly that fees should be simple, transparent and fair, that we choose to publish our fees right on our website for all to see.

Our goal is to reduce as many conflicts of interest as possible in the advisor client relationship. For this reason we have chosen to remain an independent, fee-only firm that uses a blended assets under management fee structure. This means that we charge you a percentage of the assets we manage for you. We believe this helps align our interests with your interests to ensure we remain positively incentivized when your portfolio grows and negatively incentivized when your portfolio shrinks.

Investment Management Fees

Account Value Annual Advisory Fee
$0 - $50,000
$50,001 - $1,000,000
$1,000,001 - $2,000,000
$2,000,001 - $5,000,000
$5,000,000 and Above

The fees above include all asset management as well as financial planning costs. All fees are debited directly from your investment account.

Our standard advisory fee is a blended fee, (similar to our progressive tax system) based on the market value of the assets under management.

For example, a client with $3,200,000 under management at Alchemy Wealth Management would pay 1.90% on the first $50,000, 1.20% on the next $950,000, 1.00% on the next $1,000,000 and 0.75% on the last $1,200,000 being managed, for a total blended fee equivalent to 0.98%.

Unlike most investment firms, at Alchemy Wealth Management, we believe in fee-only financial planning. This means we are compensated by you, our client, and only by you. We will never earn a commission for selling in-house investments, annuities, or insurance products. The fees we charge are transparent and agreed upon at the beginning of our relationship. There are no fine print or hidden charges. We align our best interest with your best interest to ensure you are receiving truly objective advice to help you achieve your financial goals with confidence.