Alere Planning offers personalized financial planning and investment management services. They work with individuals, families, trusts, and charitable organizations, especially those facing complex life transitions like retirement, career changes, or inheritance. Alere manages investments on a discretionary basis, meaning they make trades without specific client approval, but they maintain an ongoing relationship with clients.
Assets Under Management$210M
Clients201
Advisors2
Avg. per Client$1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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