Sanford C. Bernstein & CO., LLC
AllianceBernstein is a global, research-driven investment advisor offering a wide range of services including equity and fixed-income portfolio management, alternative investments, and private wealth management through its Bernstein Private Wealth Services division. The firm serves various clients, ranging from individual retail investors and high-net-worth families to institutional entities such as pension funds and governments. Through customized portfolios and centrally managed strategies, AllianceBernstein aims to maximize after-tax returns, incorporating rigorous fundamental, quantitative, and economic research to build diversified investment portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $6.0M | 1.10% |
| $6.0M - $11.0M | 1.05% |
| $11.0M - $26.0M | 0.90% |
| $26.0M - $51.0M | 0.75% |
| $51M+ | 0.65% |
Rates shown apply to return-seeking and diversifying assets. Accounts between $1M and $5M also incur a 0.25% administrative and servicing charge on the first $3M of applicable assets. Accounts under $1M fall under an all-inclusive fee schedule.