Alera Investment Advisors manages investment portfolios and provides personalized financial planning and consulting services for individuals, families, businesses, and retirement plans. The firm builds customized portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and bonds, and may also recommend unaffiliated money managers or affiliated platforms. Alera Investment Advisors tailors its services to the goals, risk tolerance, and financial situation of each client. In addition to managing investments, the firm provides guidance on retirement planning, estate planning, personal savings, education funding, and insurance needs. Alera Investment Advisors operates as a registered investment advisor and acts in the client's best interest when providing advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees typically range from 0.25% to 1.50% depending on portfolio size, investment strategy, and complexity. Fees are negotiable.