Alliant Securities, Inc. Turner, Nord, Kienbaum offers personalized investment management services primarily for individual investors. Clients work directly with financial consultants to build tailored portfolios consisting of individual stocks, bonds, mutual funds, exchange-traded funds, and closed-end funds based on their personal goals, risk tolerance, and investment objectives. Alliant Securities provides both discretionary management, where the firm makes trades on your behalf, and non-discretionary services, where you approve trades beforehand. Portfolios are continuously monitored, and advice is rooted in fundamental and technical analysis. In addition to investment management, the firm assists with retirement planning through various retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable and can be offered at lower rates or as a flat percentage or fixed dollar amount depending on client circumstances.