Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.40% |
| $10.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees may be negotiable. New clients may be charged a minimum management fee.
Fee Estimator
Alesco's advisory fees are based on assets under management, with a tiered fee schedule. Fees are generally billed semi-annually in advance. Fees may be negotiable, and new clients may be charged a minimum management fee, especially for accounts under the stated minimum account size. Alesco also participates in wrap programs where fees may differ. Financial planning services are offered for a fixed fee to individuals who are not investment management clients.
Areas of Practice
Advisor Information
Office location
120 Office Park Way, Pittsford, NY, 14534
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd is a board member for FERA Diagnostics and Biologicals, International Polymer Solutions (iPolymer), and Kyntronics, all since 2021. He spends minimal time on each of these positions.