Alliance Advisory & Securities, LLC
Assets Under Management
$639.4M
Number of Clients
667
Number of Advisors
17
Average Client AUM
$959K
AUM per Advisor
$37.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Alliance Advisory & Securities, LLC provides investment portfolio services, investment model portfolio management, access to affiliated operating companies, and financial planning. They manage accounts on both a discretionary and non-discretionary basis, tailoring investment strategies to client needs and objectives.
Fee Structure
Investment management fees range from 0.5% to 2.0% annually, based on assets under management. Financial planning fees are either hourly ($175-$650/hour) or fixed ($1,250-$10,000/year), depending on the arrangement. A minimum of $100,000 in assets is generally required for investment management services, but this may be negotiable. They may reduce or waive the hourly fee and/or the minimum fixed fee if a financial planning client chooses to engage them for Portfolio Management Services.
Areas of Practice
Location
31248 E. Oak Crest Drive Ste 100, Westlake Village, CA, 91361