Alan & Company is a registered investment advisor founded in 2026 and located in West Palm Beach, Florida. The firm offers discretionary portfolio management services tailored to each client's individual investment goals, time horizons, objectives, and risk tolerance. Alan & Company builds personalized investment strategies using fundamental and technical analysis, covering various asset classes including equities, fixed income, mutual funds, exchange-traded funds, options, and alternative investments. The firm has no account minimums for opening or maintaining an account. In addition to investment management, Alan & Company's principal, Alan Jardeleza, is also a registered representative with a broker-dealer, through which he can offer securities products for separate commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee is 1.25% of total assets under management, billed quarterly in advance. Cash is included in fee calculations. Fees are negotiable.