A&L Financial Services offers financial planning and investment management services to individuals. This includes helping clients determine their financial goals, manage cash flow, plan for retirement and estate matters, and manage their investments. A&L is a fee-only firm, meaning it doesn't sell commissioned products like insurance or annuities.
Assets Under Management$54M
Clients72
Advisors3
Avg. per Client$750K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable and may vary according to factors such as the size and type of the account, related accounts, expected additional assets, the Client’s earning capacity, and the length or quality of the relationship; comparable services may be available elsewhere at lower cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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