Alesco Advisors Review


Alesco Advisors, founded in 2000, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 3 advisors. Alesco Advisors manages $3.31 billion and provides investment advisory services for 400 clients (1:133 advisor/client ratio).

Alesco Advisors requires a $3,000,000 minimum investment and charges between 0.60% and 0.30% for ongoing portfolio management services, depending on the size of the portfolio.

Managed Investing


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Trust Score
84
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Annual Management Fee Percent
$0 to $999,999 0.60%
$1,000,000 to $9,999,999 0.40%
$10,000,000 to $49,999,999 0.35%
$50,000,000+ 0.30%
Feature Value
Estimated Fees (Annual) $13,500 on a $3,000,000 portfolio
Annual Management Fee Details None
Minimum Investment $3,000,000
Minimum Annual Fee $0
Average Account AUM $8,266,881
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $3.31 billion
Advisor / Client Ratio 1:133


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