A & L Personal Business Management offers investment advice and portfolio management to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business types. They create tailored investment strategies based on client needs, risk tolerance, and financial goals. A & L Personal Business Management monitors and rebalances portfolios regularly. They do not offer wrap fee programs.
Assets Under Management$43M
Clients14
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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