Alan B. Lancz & Associates Review


Trust Score 74%
Trust Score info_outline
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Alan B. Lancz & Associates, federally registered in 1985, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. Alan B. Lancz & Associates manages $164 million and provides investment advisory services for 75 clients (1:25 advisor/client ratio).

Alan B. Lancz & Associates requires a $500,000 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 25 clients (industry average 1:50)
  • Firm has been federally registered for 33 years

Considerations


  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $2,186,918
Broker-Dealer Hybrid Yes
Disciplinary History No
Total AUM $164 million
Advisor / Client Ratio 1:25
Headquarters 2400 N Reynolds RD Toledo, OH 43615
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$1,000,000 to $1,499,999 1.00%
$1,500,000 to $1,999,999 0.90%
$2,000,000 to $2,499,999 0.80%
$2,500,000+ Negotiable


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