ALR Capital Advisors offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. ALR creates an Investment Policy Statement for each client to outline their current situation and constructs a plan to aid in selecting a suitable portfolio. ALR generally limits its money management to equities, bonds, fixed income, ETFs, REITs, futures, options, commodities and government securities.
Assets Under Management$80K
Clients1
Advisors1
Avg. per Client$80K
Avg. per Advisor$80K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.50% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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