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The Wealth Alliance, Llc
Melville, New York
5.0
2 Reviews
The Wealth Alliance, LLC, a prominent investment advisory firm based in Melville, NY, boasts a portfolio of over 620 individual clients and manages an impressive $1,476,685,000 in assets. With three strategically located offices, the firm caters to a diverse range of clients, providing comprehensive financial solutions and expert advice. Although 401K and individual accounts constitute a minority of their assets under management, The Wealth Alliance possesses the expertise to effectively oversee employer funds. The firm operates under a discretionary management approach, assuming full responsibility for the assets entrusted to them....see more
Assets Under Mgmt
$1.48B
Investment Professionals
8
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for The Wealth Alliance, Llc
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