Ahlbeck Financial offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement outlining the client's situation and construct a plan to select a suitable portfolio. Ahlbeck Financial generally limits its investment advice to mutual funds, fixed income securities, equities and non-U.S. securities, although Ahlbeck Financial primarily recommends asset class mutual funds.
Assets Under Management$8M
Clients33
Advisors2
Avg. per Client$240K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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