Alere Planning provides comprehensive financial planning and investment management services to individuals, families, trusts, and charitable organizations. The firm focuses on helping clients navigate major life transitions such as retirement, career changes, business sales, or the loss of a loved one. Alere Planning takes a structured approach, beginning with a discovery meeting to assess financial well-being and design a customized financial life plan. For investment management, Alere Planning operates on a discretionary basis, creating tailored portfolios based on each client's goals, timeline, and risk tolerance, utilizing growth, income, and core investment strategies. In addition to investment management and ongoing financial planning, the firm offers standalone project-based financial planning and retirement plan consulting for self-directed retirement plans. Alere Planning has team members holding professional credentials including the CERTIFIED FINANCIAL PLANNER designation and the Chartered Financial Analyst charter.
Fee Structure
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 and vary based on account size and complexity.