Align Equity Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Align Equity Group (AEG) provides portfolio management, financial planning, and consulting services to individuals, high‑net‑worth clients, trusts, pensions, family entities and other institutional clients. The firm prepares investment policy statements, implements discretionary portfolio management across strategies such as growth, growth & income, income, and stable value, and advises on held‑away assets and employer‑sponsored retirement plan options, including variable life and annuity contracts to the extent permissible without an insurance license.
AEG’s investment process combines active allocation and security selection with low‑cost passive vehicles, using quantitative and qualitative analysis and risk‑based models classified as conservative, moderate, or aggressive. The firm monitors and rebalances portfolios, may recommend unaffiliated third‑party managers, and uses a third‑party platform to review and manage held‑away accounts while noting it receives no compensation from that platform.
AEG’s business model includes several features that are less common among peers: it sponsors a wrap‑fee program (AEG Flex) and offers consolidated account reporting to select clients for an additional fee. The firm also bills certain planning and consulting on an hourly basis ($300–$500), via fixed project tiers ($2,500–$10,000) and retainers, and discloses practices for billing and debiting fees on held‑away assets — arrangements that differentiate it from many investment managers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services: Tier 1 $2,500; Tier 2 $5,000; Tier 3 $7,500; Tier 4 $10,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,500,000: 1.20% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
$300-$500 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Financial planning and consulting services charged on a project, fixed rate, or hourly basis; hourly rate $300-$500; fixed fees from $2,500 to $10,000
Main office
759 Glouchester St
Boca Raton FL 33487
Advisors at this office
1
Most active in
Florida
Also doing business as
Align Equity Group · Align Ventures LLC
Disclosures
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Business activities & affiliations
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Other specialized services
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