Alan Bird
Alan Bird is a CFA-designated registered investment advisor at Mcdevitt & Bird Investment Management CO, based in Elizabeth, IL, with 13 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for amounts over $5,000,001. This schedule is for non-discretionary accounts. Discretionary accounts have a different fee schedule: 0-1M: 0.80%, 1M-3M: 0.60%, 3M-5M: 0.40%, over 5M: negotiable. Minimum annual fee is $2,500 for non-discretionary and $2,000 for discretionary.
Fee Estimator
Location
130 North Main Street, Elizabeth, IL, 61028-0507
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Alan is a director, chairman, and vice-president of Royal Savings Bank since 1972, planning to retire in October 2012, spending minimal time on this role. He is also a co-owner with his wife of AWB Land Co., which owns a farm since 1991, dedicating time outside of market hours and on weekends.
Employment History
Current Registrations
Mcdevitt & Bird Investment Management CO
State Registrations1 state
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