A.L. Stuart Investments provides investment management services, allocating client assets among exchange-traded funds (ETFs), mutual funds, individual equity, fixed income securities, master limited partnerships (MLPs), and independent investment managers. A.L. Stuart tailors its services to individual client needs, considering risk tolerance and time horizon. Clients are advised to promptly notify A.L. Stuart of any changes in their financial situation or investment objectives.
Fee Structure
A.L. Stuart charges a quarterly fee based on the value of your investments.
For accounts where A.L. Stuart makes investment decisions, the annual fee is between 1.0% and 1.5% of the value of your investments.
For accounts where you make the investment decisions, the annual fee is between 0.50% and 0.75% of the value of your investments.
If you invest in one of A.L. Stuart's model portfolios, you may pay both a non-discretionary advisory fee and discretionary management fee.