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Privacy Policy
Any information on
individuals or institutions operating through Alliance Investment Management will be retained in complete privacy.

 Fees & Commissions

Account Opening Fees:   $500.00 per account
Account Closing Fees:   $500.00 minimum per account

Portfolio Management

-Alliance designs and manages a personalized client portfolio-

Discretionary Management:   2% Annual Fee

Fees are payable in January of each year, otherwise prorated.

Online or Broker Assisted

Trading and Execution

-For clients wishing to trade their own account-

Custodial Services:   $1,000.00 per annum
Online Trading Services:   $2,000.00 per annum
 U.S. Equities:    8 cents per share 
Negotiable with volume minimum cost per ticket $40.00
Foreign Equities:   1 % of principal transaction
Minimum cost per tickets $300.00
ACAT or DTC Transfer of Securities:  $0.01 per share, subject to $100 minimum.
Cash Transaction Charges:  $25.00 per transaction plus tiered-bank charges

Corporate Services

Registered Office Administration:   $2,000.00 per annum
Managed Company:   $5,000.00 per annum

Preferred Clients - Fees Negotiable

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Bahamas Financial Services Board
Bajamar Consulting
Moore Stephens Butler & Taylor
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