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Our Fees

Our goal is to provide complete fee transparency.

I believe that comprehensive financial planning is about one-on-one relationships, and if you don’t connect with your advisor, you’ll never have the comfort level necessary to put the ball in their hands. I want my clients to understand exactly how we generate their fees and how we price our services at Gary Alpert & Associates. This policy allows you the freedom to select the services and investment tools best suited to your situation.

For more information on our services and fees, please call (770) 353-6356.

Financial Consulting with Ongoing Investment Management

The following fee schedule applies for personalized financial planning services & advisory relationships:

Aggregate Market Value Investment Management Fee
$500,000 to $1,000,000 1.00% Annually
$1,000,000 to $2,000,000 .80% Annually
$2,000,000 to $3,000,000 .75% Annually
$3,000,000 + .65% Annually

Annual fees include the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, and restrictions
  • Formulation of Investment Policy Statement
  • Portfolio Analysis and Optimization
  • Manager search process and selection
  • On-going monitoring of client’s portfolio and money managers according to their investment policy statement
  • Manager investment fee
  • All trading fees*
  • Monthly Statements and Quarterly performance statements
  • Regular Client Reviews
  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance Analysis
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan)
  • On-line access to investment accounts

*Strategic Wealth Management II Portfolios

Financial Consulting without Ongoing Investment Management

A flat annual fee of $2,000 to $3,000 is charged for unlimited engagement throughout the year.

Financial Consulting includes the following services:

  • Review of financial situation – goals, objectives, risk tolerance, time horizon, restrictions
  • Asset Allocation
  • Portfolio Analysis and Optimization
  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance Analysis
  • Company Stock Option Analysis
  • Intergenerational Wealth Transfer
  • Defined Contribution Asset Allocation (401(k) or Retirement Plan)

Financial Consulting Gateway Platform

Financial Consulting Gateway Platform provides you personalized, objective investment advice with 24-7 online access to your accounts. The following fee schedule applies for investments managed using this platform:

Aggregate Market Value 
$ 10,000 to $250,000 one meeting per year* 
$250,000 to $500,000 two meetings per year* 

Investment Management Fee 
1.25% Annually 

Management fees include the following services:  

  • Comprehensive Financial Planning

*Scheduled meeting or conference calls for Retirement Planning, Education Planning, and Tax Planning Strategies. Number of meetings indicated in schedule above.

  • Asset Allocation 
  • Daily Portfolio Monitoring 
  • Monthly Statements 
  • Online access to investment accounts 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

CONTACT US

Don't hesitate to get in touch with us.

We would love the opportunity to become your trusted advisor.

Gary Alpert & Associates
200 Ashford Center North, Suite 400
Atlanta, GA
30338 United States

Phone: (770) 353-6356
Email: gary@garyalpert.com

Patty O’Toole
Phone: (770) 353-6357
Email: patty@garyalpert.com


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