Aljian Capital Management offers investment advice to individuals and other client types. They specialize in managing investment portfolios and providing pension consulting services to employer plan sponsors. For portfolio management, they meet with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach using various securities. They review and adjust client accounts regularly. Pension consulting assists plan sponsors in establishing, monitoring, and reviewing their retirement plans.
Assets Under Management$630M
Clients436
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$210M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.63% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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