Retirement and Wealth at Alliant, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Alliant Retirement Services, operating as Alliant Retirement Consulting, specializes in providing customized retirement plan consulting and fiduciary services to employers and pension plan sponsors. The firm helps organizations design retirement plans, select and review investment options, conduct vendor searches, and ensure compliance with federal retirement plan rules. Alliant Retirement Consulting primarily serves employer-sponsored plans, ranging from start-ups to Fortune 500 companies, and also offers managed account services for retirement plan participants and individual retirement account rollover services. Because Alliant Retirement Consulting focuses exclusively on institutional retirement plans and plan sponsors rather than directly managing individual personal wealth portfolios, its services are designed for business entities rather than individual retail investors.

Assets Under Management$7.4B
Clients222
Advisors44
Avg. per Client$33M
Avg. per Advisor$170M

Fee Structure

Investment management only (planning not offered)
Annual Retainer:$5,000 - $150,000/year
One-Time Plan:$1,000 - $150,000
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Location

44 Advisors at this firm

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