Alera Investment Advisors, LLC

Assets Under Management

$3.6B

Number of Clients

2,272

Number of Advisors

67

Average Client AUM

$1.6M

AUM per Advisor

$53.3M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

AIA offers customized investment advisory solutions through continuous client contact, discretionary investment management, and related advisory services. They construct portfolios using mutual funds, ETFs, individual stocks, and fixed income securities, potentially utilizing affiliated or unaffiliated money managers. Financial planning services are also offered.

Fee Structure

Minimum Investment:$5K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Location

Three Parkway North, Suite 500, Deerfield, IL, 60015-2567

67 Advisors at this firm

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