Alera Investment Advisors, LLC
Assets Under Management
$3.6B
Number of Clients
2,272
Number of Advisors
67
Average Client AUM
$1.6M
AUM per Advisor
$53.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AIA offers investment advisory services to various clients, including individuals, high net worth individuals, families, and retirement plans. They provide customized investment solutions through continuous client interaction and discretionary investment management, using internal management, affiliated platforms, or unaffiliated managers. AIA also offers financial planning and consulting services.
Fee Structure
Investment advisory fees for internal investment management typically range from 0.25% to 1.50% annually, depending on assets, strategy, and complexity. Fees are paid quarterly in advance. Financial planning is offered on an hourly basis (up to $350/hour) or as a fixed engagement fee. Retirement plan advisory fees can be up to 1.00% annually, with a minimum fee of $7,500, which is negotiable.
Areas of Practice
Location
Three Parkway North, Suite 500, Deerfield, IL, 60015-2567