ALE LLC offers asset management and financial planning services to help clients meet their financial goals. As a fiduciary, ALE LLC acts in the client's best interest. Services include comprehensive portfolio management using ETFs, mutual funds, individual stocks, and bonds. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance analysis. ALE LLC also provides pension consulting services to employer plan sponsors.
Assets Under Management$9M
Clients10
Advisors1
Avg. per Client$900K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Schedule is for Equity & Balanced Portfolios. For Fixed Income Portfolios: $0 to $1,999,999: 0.50%, $2,000,000 to $4,999,999: 0.43%, $5,000,000 to $9,999,999: 0.38%, Over 10 Million: 0.33%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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