Aljen Asset Management offers investment advice and financial services, including portfolio management and financial planning, to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations, and small businesses. Aljen also provides employee benefits program administration services for businesses and corporations. Clients can engage Aljen on a discretionary or non-discretionary basis.
Fee Structure
Aljen Asset Management's annual investment advisory fee is based on a percentage of the market value of the assets managed, generally between 0.10% and 1.0%. The specific fee depends on factors like the amount of assets managed, the complexity of the engagement, and the scope of services provided. A minimum asset under management of $50,000 is generally required for investment management services, inclusive of financial planning services.