aLuman provides clarity and understanding for every client. aLuman is only compensated directly from clients. All services offered by aLuman are tailored to the individual situation of each client. aLuman offers portfolio management and financial planning services. Financial planning addresses all aspects of a client’s life that intersects with money. aLuman does not use wrap fee programs when managing clients’ investments.
Assets Under Management$110M
Clients129
Advisors2
Avg. per Client$880K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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