Align Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$110,503,920
Total clients
199
15% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
100
Average account size
$555,296
Client services
Fee options
Financial planning fixed fees generally do not exceed $5,000 (negotiable).
0.75% - 1.25% annually (negotiable)
Registered representatives may earn commissions from insurance product sales and 12b-1 fees from mutual fund purchases; these commissions are separate from Align's advisory fees.
Financial planning subscription fees not to exceed $300 per month.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Align Advisor Group, LLC
3071 E Chestnut Ave, Suite C9
Vineland NJ 08361, United States
Number of offices
1
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