Alan Biller and Associates
Assets Under Management
$59.4B
Number of Clients
60
Number of Advisors
N/A
Average Client AUM
$989.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alan D. Biller & Associates, Inc. provides investment advice to ERISA-regulated single-employer and multi-employer benefit plans, corporations, public entities, endowments, and foundations. They offer services for defined benefit, defined contribution, and health & welfare plans, including manager searches, asset allocation, and performance reporting.
Fee Structure
Advisory fees are negotiated with each client and may be based on a fixed fee, retainer, asset-based fee, hourly fee, or a combination. The maximum asset-based fee is 0.30% per year, but fees for plans with assets of $10 million or less are negotiated on a case-by-case basis. Fees are billed quarterly in arrears. The firm does not accept payment in advance, indirect compensation, or commission-based fees.
Areas of Practice
Location
535 Middlefield Rd., Suite 230, Menlo Park, CA, 94025