Al Locy Financial Services (ALFS) offers investment management services to clients, determining investment goals, risk tolerance, and objectives. Investment strategies, asset allocation, and portfolio monitoring are based on these factors. ALFS has discretionary authority to execute investment program transactions. Al Locy also works as a tax preparer.
Assets Under Management$21M
Clients110
Advisors1
Avg. per Client$200K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.3M | 1.00% |
| $1.3M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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