Assets Under Management
$45.7M
Number of Clients
81
Number of Advisors
N/A
Average Client AUM
$565K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Alera Retirement Advisors offers discretionary investment management services, allocating client assets among independent managers, mutual funds, and ETFs. They may provide limited consultation services on investment and non-investment matters on an unsolicited basis. The firm tailors its advisory services to individual client needs and investment objectives.
800 Parker Hill Road, Suite 100, Rochester, NY, 14625