CB

Christopher Joseph Brodhead

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
602 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$3M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.90%
$500K - $2.0M0.60%
$2.0M - $10.0M0.40%
$10.0M - $50.0M0.35%
$50M+0.30%

Fees may be negotiable. New clients may be charged a minimum management fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

120 Office Park Way, Pittsford, NY, 14534

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Alesco Advisors LLC
October 2021 - Present · 4 yrs 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.