ALCO Advisors provides personalized investment management services, creating customized portfolios based on a client's risk profile and investment guidelines. ALCO also offers financial planning services, which include analyzing a client's financial situation, identifying needs and opportunities, and evaluating alternative courses of action. ALCO may also provide consulting services on a limited basis, such as estate planning or retirement planning.
Assets Under Management$26M
Clients43
Advisors1
Avg. per Client$610K
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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