Alan B. Lancz & Associates Review


Alan B. Lancz & Associates, founded in 1985, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 3 advisors. Alan B. Lancz & Associates manages $164.02 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 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Been in business 33 years
  • No disciplinary history
  • Firm has a high advisor to client ratio
  • Firm does not accept performance-based fees
  • Firm doesn’t perform side-by-side management

Considerations


  • Firm serves fewer than 1,000 clients
  • Custodian is unknown
  • Firm is a broker-dealer or is affiliated with one and may be subject to compensation-related conflicts of interest
  • Firm has less than $1B in assets under management
  • Communications sent to the firm’s website are not secure and encrypted

Managed Investing


Expand fee details
Trust Score
74
info_outline

Annual Management Fee 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
Feature Value
Estimated Fees (Annual) $5,000 on a $500,000 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 $164.02 million
Advisor / Client Ratio 1:25


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