Alan B. Lancz & Associates, INC.
Assets Under Management
$162.2M
Number of Clients
159
Number of Advisors
1
Avg. Portfolio per Client
$1.0M
Avg. Managed per Advisor
$162.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Alan B. Lancz and Associates, Inc. offers personalized investment management services tailored to each client's goals and risk tolerance. This includes equities, fixed income, alternative investments, and more. The firm also provides financial planning services, including retirement plan consultation for both employers and participants. Clients can specify investment objectives and guidelines.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Fees negotiable for accounts $2,500,000 or greater. Family accounts may be aggregated to reach thresholds at the discretion of Alan B. Lancz and Associates, Inc. SOUND Investing participants with assets between $500,000-$2,000,000 are assessed an annual percentage fee of 0.50%, billed quarterly in advance, based on total assets. The annual fee for accounts over $2M is negotiable. Accounts under $500,000 are billed at 0.65% annually with a $250 minimum per quarter. A onetime $200 initiation fee may also be charged for SOUND Investing accounts at the discretion of Alan B. Lancz and Associates, Inc.
Fee Estimator
Areas of Practice
Location
3435 N Holland Sylvania Rd, Toledo, OH, 43615