Alliance Investment Management offers investment consulting and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They work with clients to recommend an appropriate investment strategy based on their financial needs and circumstances. Services are offered on both a discretionary and non-discretionary basis. They also provide advice to qualified retirement plans and participants.
Fee Structure
Alliance Investment Management charges a percentage of the value of your investments each year. The specific rate depends on the type of account (discretionary or non-discretionary), the types of investments in your portfolio (stocks, exchange traded products, mutual funds, fixed income, cash, etc.), and the amount you invest.
For example, for discretionary accounts with stocks, the annual fee is:
- 1.00% on the first $1,999,999
- 0.90% on amounts between $2,000,000 and $3,999,999
- 0.80% on amounts of $4,000,000 or more.
For non-discretionary accounts, the annual fee is:
- 0.60% on the first $1,999,999
- 0.50% on amounts between $2,000,000 and $3,999,999
- 0.40% on amounts of $4,000,000 or more.
There is a $1,000 minimum annual fee for all accounts and services, except Advice Services to plan participants, which may be waived at the firm's discretion. Fees are charged quarterly in advance.