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.

Managed Investing


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Trust Score
74
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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 Details 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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