Alesco Advisors LLC
Assets Under Management
$4.8B
Number of Clients
602
Number of Advisors
14
Average Client AUM
$8.0M
AUM per Advisor
$343.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alesco Advisors LLC offers investment management services to institutions and high net worth individuals. Limited financial, tax, estate, and insurance planning are provided in conjunction with the client’s other advisors. They also offer consultative services and act as a subadvisor.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.40% |
| $10.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees may be negotiable. New clients may be charged a minimum management fee.
Fee Estimator
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
Location
120 Office Park Way, Pittsford, NY, 14534