AllianceBernstein (AB) is a research-driven investment advisor providing services to a variety of clients including institutions, high-net-worth individuals through Bernstein Private Wealth Services, and retail investors. AB offers a range of investment strategies including fixed income, equities, multi-asset, and alternative investments. Bernstein Private Wealth Services tailors advice to individual client circumstances, using centrally managed strategies for portfolio diversification. AB also offers separately managed account programs (SMAs) to individual investors through intermediary platforms.
Fee Structure
AB is compensated based on a percentage of your portfolio. This fee is generally charged quarterly. The specific percentage may be negotiable depending on factors such as the type of client, complexity of the situation, and the size of the overall relationship. If your assets are invested in a registered investment company managed by AB, those assets are subject to the investment company's management fee. If you are a client of Bernstein Private Wealth Services, your fee is all-inclusive and deducted quarterly from your account at Bernstein LLC.