Alban Investment Management provides ongoing investment supervision based on your goals and financial situation. This includes things like asset allocation, risk management, and security selection. They manage brokerage accounts and IRA accounts with discretionary trading authority. For other accounts like 401(k)s and 529s, they provide recommendations, but you make the trades yourself. They focus on creating a diversified portfolio and minimizing investment expenses.
Assets Under Management$44M
Clients76
Advisors1
Avg. per Client$580K
Avg. per Advisor$44M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.80% |
| $100K - $500K | 0.60% |
| $500K - $1.5M | 0.48% |
| $1.5M+ | 0.48% |
Fees for assets over $1,500,001 are to be determined (TBD) based upon a custom quote, that is subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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