Alexander Labrunerie & Co., INC.
Assets Under Management
$525.1M
Number of Clients
1,127
Number of Advisors
3
Average Client AUM
$466K
AUM per Advisor
$175.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alexander LaBrunerie & Co., Inc. is an investment management firm offering advisory services to individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. They provide investment and wealth management, financial planning, and consulting services, tailoring their approach to meet client needs and objectives.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Investment management fees are based on a tiered schedule, with a maximum fee of 1.00%. Fees are negotiable at the firm's discretion and are billed quarterly. Financial planning fees are $200/hour, but may be complementary if assets under management are greater than $150,000. Consulting fees range from $200-$500 per hour. Retirement plan consulting fees are negotiated with the client.
Areas of Practice
Location
601 Nifong Blvd., Suite 3B, Columbia, MO, 65203-6804