Assets Under Management

$4.8B

Number of Clients

602

Number of Advisors

14

Average Client AUM

$8.0M

AUM per Advisor

$343.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Alesco Advisors LLC offers investment management services primarily to institutions and high net worth individuals. Limited financial, tax, estate, and insurance planning are provided in conjunction with the client’s other advisors. They also offer consultative services and act as a subadvisor.

Fee Structure

Minimum Investment:$3M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.01%
$500K - $2.0M0.01%
$2.0M - $10.0M0.00%
$10.0M - $50.0M0.00%
$50M+0.00%

Fees may be negotiable. Minimum management fee may apply to accounts under the stated minimum account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Location

120 Office Park Way, Pittsford, NY, 14534

14 Advisors at this firm

Alesco Advisors Llc | TrueAdvisor