Alan Aidem is a registered investment advisor at A & L Financial Services, LLC, based in Rochester, MI, with 1 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 72 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable and may vary according to factors such as the size and type of the account, related accounts, expected additional assets, the Client’s earning capacity, and the length or quality of the relationship; comparable services may be available elsewhere at lower cost.
Fee Estimator
Location
Rochester, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
A & L Financial Services, LLC
State Registrations2 states
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