Assets Under Management
$1.6B
Number of Clients
22
Number of Advisors
410
Average Client AUM
$74.9M
AUM per Advisor
$4.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
AllianceBernstein (AB) is a global investment adviser offering a variety of investment services. They cater to private clients through Bernstein Private Wealth Services and offer retail managed account programs. AB's investment strategies include fixed income, equities, multi-asset solutions, and alternative investments. They utilize research and analysis to achieve investment success for clients.
AB is generally compensated based on a percentage of assets under management. Fees are calculated quarterly. Institutional fees may be modified based on factors like account size and client relationship. AB also has performance-based fee arrangements available. The brochure mentions specialized investment strategies with individualized fee arrangements and historical fee schedules with longstanding clients that may differ from those applicable to new client relationships.
501 Commerce Street, Nashville, TN, 37203