Alight Financial Advisors (AFA) offers the Alight IRA, a managed account service for retirement plan participants. AFA's parent company, Alight Solutions, is the record keeper for these plans. AFA has appointed Goldman Sachs Asset Management (GSAM) as a subadvisor to provide day-to-day portfolio management. The service provides personalized asset allocation advice and guidance on contributions, retirement age, and portfolio withdrawals.
Assets Under Management$35B
Clients195,957
Advisors65
Avg. per Client$180K
Avg. per Advisor$540M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
65 Advisors at this firm
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