Alight Financial Advisors, LLC

Assets Under Management

$30.9B

Number of Clients

197,089

Number of Advisors

62

Average Client AUM

$157K

AUM per Advisor

$498.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Alight Financial Advisors offers the Alight IRA, a managed account service for retirement plan participants. They use Goldman Sachs Asset Management (GSAM) as a subadvisor for portfolio management. The service provides personalized asset allocation advice and retirement planning guidance based on investor inputs and assumptions.

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Retirement PlanningInvestment Management
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Location

9335 Harris Corners Parkway, Suite 150, Charlotte, NC, 28269

62 Advisors at this firm

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