AB Custom Alternative Solutions LLC

Fee-Only (% of Portfolio)

AllianceBernstein (AB) is a global investment firm offering various investment services. AB manages investments for institutional clients, high-net-worth individuals (through Bernstein Private Wealth Services), and retail investors. AB offers strategies across equities, fixed income, and alternative investments. Bernstein Private Wealth Services provides customized portfolios for high-net-worth individuals, trusts, and estates. AB also offers separately managed account programs to individual investors through intermediary platforms.

Assets Under Management$750M
Clients1
AdvisorsN/A
Avg. per Client$750M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M

This brochure primarily discusses investment management services for institutional clients. It mentions that Bernstein Private Wealth Services offers investment management to high-net-worth individuals, but it does not provide a specific fee schedule for these services. The fees for separately managed accounts (SMA programs) typically range from 0.25% to 0.90% annually, depending on the program sponsor, account type, and asset size. Since the brochure focuses on institutional services and does not provide a clear fee schedule for individual investment management, I am returning null.

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AB Custom Alternative Solutions LLC | TrueAdvisor