Alexander LaBrunerie & Co. is an investment management firm specializing in advisory services for individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages investment portfolios and offers financial planning, including estate, tax, and charitable giving strategies. They also provide consulting services on a limited scope and retirement plan consulting services.
Assets Under Management$530M
Clients1,127
Advisors3
Avg. per Client$470K
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...