Fee Structure

At Alternity Investment Advisors, we are paid a flat annual percentage rate for invested assets under advisement/management. We do not make commissions or accept compensation for product sales for assets invested with Alternity. We do not charge additional fees for consultation or for spending additional time with our clients because we do not want clients to feel hesitant in communicating with us. Our compensation structure aligns our interests with our clients’ interests and provides us with an incentive when client portfolio goals and objectives are met. This also helps us in alleviating conflicts of interest that exist when sales fees and transactional commissions are paid, as we do not accept those types of compensations. We provide full transparency in our advisory fee so that all clients know exactly what our fees will be, prior to investing. Please note, there may be occasions when certain investment allocations may be considered for client appropriate portfolios, outside of Alternity Investment Advisors. Those allocations may include a commission fee. If this consideration occurs, to promote transparency and to mitigate any conflict of interest, investors will be fully disclosed of this in advance and will have the option of using any third party provider of their choice.