Alaska Wealth Advisors, based out of Anchorage, AK, is a renowned investment advisory firm with a strong focus on providing comprehensive wealth management services. With 14 highly skilled employees, the majority of whom specialize in investment advisory services, they possess a wealth of expertise and experience to guide their clients towards financial success.
With an impressive average of approximately $35,870,000 in assets under management per investment advisor, Alaska Wealth Advisors has proven its ability to handle substantial portfolios. Their compensation structure is flexible and diverse, encompassing a variety of options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients have choices that suit their specific needs.
The firm proudly serves over 360 individual clients, managing an impressive sum of over $706,021,000 in assets. While specializing in high-net-worth individuals, Alaska Wealth Advisors also possesses the capability to manage employer funds, although these represent a smaller portion of their assets under management.
Alaska Wealth Advisors operates under a discretionary management approach, giving them the authority to make investment decisions on behalf of their clients without requiring explicit approval for each transaction. This approach ensures efficiency and agility in executing investment strategies.
With a single office in Anchorage, the firm is deeply rooted in the local community. Among their team of professionals, Marietta Hall, Catherine Straub, and Laura Bruce are some of the longest tenured advisors, exemplifying their commitment to building enduring relationships with their clients.
Alaska Wealth Advisors stands as a trusted partner for individuals seeking expert guidance in managing their wealth and achieving their financial goals.