Alchemi Wealth, LLC

Alchemi Wealth, LLC is a registered investment adviser based in Essex, CT, providing investment advisory services since 2020. The firm offers investment management and financial planning services with discretionary and non-discretionary authority. Alchemi's investment management services include creating customized portfolios with individual stocks, bonds, ETFs, and funds, tailored to meet client goals. The firm acts as a fiduciary, always prioritizing clients' best interests. Clients have the option to grant discretionary authority for transactions or make decisions on a non-discretionary basis. Alchemi manages approximately $234,853,789 in client assets on a discretionary basis. The fee structure for investment management services ranges from 0.75% to 1.50% annually, with negotiable fees based on account size and services needed. Financial planning services are offered at a negotiable hourly fee of up to $400 or a fixed fee of up to $5,000, depending on the scope and complexity of the client's financial situation. Alchemi does not have an account minimum and uses Charles Schwab & Co., Inc. as its custodian. The firm has a Code of Ethics in place, ensuring integrity, competence, and ethical conduct. Alchemi does not accept performance-based fees or participate in side-by-side management. The firm discloses any material conflicts of interest and maintains strict confidentiality and security measures for client information.