Alan D. Biller & Associates (ABA) provides investment advice to benefit plans like pension plans and 401(k)s. ABA helps these plans with things like monitoring investments, recommending changes to investment managers, and reviewing investment policies. ABA's services are tailored to each plan's specific needs and goals. ABA does not directly manage investments but selects or recommends investment managers for the plans.
Assets Under Management$65B
Clients51
AdvisorsN/A
Avg. per Client$1.3B
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The maximum asset-based fee rate is 0.30% per year; provided, for very small Plans (those with Plan assets of $10 million or less), the terms of our Advisory Agreement shall be negotiated on a case-by-case basis between ABA and the representative(s) of each such Plan (without regard to such fee rate maximum).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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