Alliant Securities, INC. Turner, Nord, Kienbaum
Assets Under Management
$226.5M
Number of Clients
549
Number of Advisors
5
Average Client AUM
$413K
AUM per Advisor
$45.3M
Compensation
Fee-Only (AUM)
About This Firm
Alliant Securities, Inc. (ASI) provides supervisory investment services (discretionary) and investment advisory services not involving investment supervisory services (non-discretionary) primarily for individual investors. Client portfolios may be all equity, balanced, or all fixed income. Portfolios are individually managed and monitored continuously.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable and can be offered at lower rates depending on various factors.
Fee Estimator
ASI's annual advisory fee is based on a percentage of the market value of assets in the account, billed quarterly. The fee includes ASI's advisory fee and brokerage commissions, but excludes certain administrative fees and potential IRA fees. The annual account fee is negotiable based on customer circumstances, level of service, account type, investment experience, and account size. Lower fees may be available from other sources.
Areas of Practice
Location
695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019