Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
67 advisors
Number of Clients
2,272 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$3.6B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$7,500
Hourly Rate:Up to $350/hr

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
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

5029 Corporate Woods Drive, Suite 200, Virginia Beach, VA, 23462

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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
Alera Investment Advisors, LLC
July 2023 - Present · 2 yrs 6 mos
The Ascent Group, LLC
March 2022 - Present · 3 yrs 10 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.