Alliance Financial offers portfolio management services tailored to individual client goals and risk tolerance. They create investment policy statements and seek discretionary authority to manage investments. Alliance Financial also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. They may recommend third-party investment advisors but will not review their ongoing performance.
Assets Under Management$250M
Clients655
Advisors5
Avg. per Client$390K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.55% |
| $750K - $1.2M | 1.50% |
| $1.3M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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