A.L. Stuart Investments, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
N/A
About This Firm
A.L. Stuart Investments, LLC offers investment management services on a discretionary or non-discretionary basis. They allocate client assets among ETFs, mutual funds, individual equities, fixed income securities, MLPs, and independent investment managers. The firm tailors its services to individual client needs and investment objectives.
Fee Structure
A.L. Stuart charges a quarterly fee based on the market value of assets under management. For discretionary accounts, the annual fee ranges from 1.0% to 1.50%. For non-discretionary accounts, the annual fee ranges from 0.50% to 0.75%. The firm may negotiate a lesser fee based on certain criteria. A.L. Stuart generally imposes a minimum portfolio size of $1,000,000, but may accept clients with smaller portfolios at its discretion.
Areas of Practice
Location
170 Mason Street, Suite 101, Greenwich, CT, 06830