Alliant Capital Management (ACM) offers custom investment advice to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. ACM provides ongoing supervision and rebalancing of portfolios. In limited cases, ACM may manage a portion of a client's portfolio on a non-discretionary basis without charging a fee.
Assets Under Management$78M
Clients70
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Fees are negotiable based on the client's financial situation, objectives, and unique characteristics.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...