Alesco Advisors Review


Trust Score 84%
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Alesco Advisors, federally registered 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 (1:134 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.

Benefits


  • Firm has $1B or more in assets under management
  • Firm does not have a disciplinary history
  • Firm uses a trusted custodian
  • Firm does not accept performance-based fees
  • Firm does not perform side-by-side management

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm has been federally registered for only 18 years
  • Communications sent to the firm’s website are not secure and encrypted
  • There is only one licensed advisor for every 134 clients


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) $13,500 on a $3,000,000 portfolio
Annual Management Fee Notes 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 1:134
Headquarters 120 Office Park Way Pittsford, NY 14534
SEC Filings Forms and Brochures


Annual Fee Ranges 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%


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