Alesia Investment Management (AIML) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. AIML creates an Investment Policy Statement for each client. Financial planning services are offered to ongoing clients at no additional fee. AIML primarily recommends equities but may use other securities to diversify portfolios.
Assets Under Management$18M
Clients50
Advisors1
Avg. per Client$350K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are generally negotiable. Qualified clients may also pay a 20% performance fee based on capital appreciation. Performance fees will only be charged to California clients in accordance with the provisions of California Code of Regulations Section 260.234.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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