Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees for internal investment management typically range from 0.25% to 1.50% annually, depending on assets, strategy, and complexity. Fees are paid quarterly in advance. Financial planning is offered on an hourly basis (up to $350/hour) or as a fixed engagement fee. Retirement plan advisory fees can be up to 1.00% annually, with a minimum fee of $7,500, which is negotiable.
Areas of Practice
Advisor Information
Office location
St. Petersburg, FL
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
Dalila works full-time as a compliance manager and Director of Compliance for Financial Services at Alera Investment Advisors and Alera Group. She spends nearly all of her time during trading hours on these activities.