Alaethes Wealth offers both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. They also provide financial planning services covering retirement, investments, taxes, insurance, and more. Alaethes holds seminars and workshops to educate the public on investments. They also offer ERISA plan services.
Assets Under Management$510M
Clients101
Advisors3
Avg. per Client$5M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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