Alight Financial Advisors, LLC
Assets Under Management
$30.9B
Number of Clients
197,089
Number of Advisors
61
Average Client AUM
$157K
AUM per Advisor
$506.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alight Financial Advisors, LLC (AFA) offers the Alight IRA managed account services to plan participants in employer-sponsored retirement plans for which Alight Solutions is the record keeper. GSAM provides subadvisory services, including goal and risk-based financial planning and portfolio management. AFA provides educational content and guidance, but it does not constitute investment advice.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
AFA charges an advisory fee at an effective annual rate of 0.30% - 0.50% for the Alight IRA managed account services, based on the average daily net assets. This fee covers investment management, advisory, custodial, transaction, retirement planning, education, support, and administration costs. Investments in mutual funds and ETFs are subject to additional fees disclosed in their prospectuses. Non-advisory account fees, such as account closing fees ($95), paper statement fees ($5), and outgoing wire fees ($25), may also apply.
Areas of Practice
Location
9335 Harris Corners Parkway, Suite 150, Charlotte, NC, 28269