ESL-Alesco provides investment management services primarily to institutions and high net worth individuals. For individual clients, limited financial, tax, estate, and insurance planning are provided in conjunction with the client’s other professional advisors. ESL-Alesco manages investments with discretionary authority, establishing an asset allocation plan and identifying client-specific restrictions. For select clients, ESL-Alesco provides consulting only services, in which it delivers recommendations, without discretionary authority.
Assets Under Management$4.8B
Clients602
Advisors13
Avg. per Client$8M
Avg. per Advisor$370M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $2.0M | 0.60% |
| $2.0M - $10.0M | 0.40% |
| $10.0M - $50.0M | 0.35% |
| $50M+ | 0.30% |
Fees may be negotiable. Clients may be charged a minimum management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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