Alesco Advisors

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Alesco Advisors is an SEC-registered investment advisory firm in Pittsford, New York (a suburb of Rochester). Independent and employee-owned, Alesco serves the needs of institutions and high-net-worth individuals. Their expertise centers on developing and managing index-based and near-index investment portfolios that are designed to meet the unique and specific needs of each client.

Founded in 2000, Alesco advises on over $3.5 billion in assets for foundations, endowments and retirement plans, as well as trusts, IRAs and individual taxable accounts. Their compensation is fee-based only. They receive no compensation beyond the fee they charge clients for their services. They don't offer any proprietary funds and do not accept financial incentives to use investment offerings from other providers. Additionally, they do not accept “soft dollar” payments from the brokerage and custodial firms with which they work.

Managed Investing

Trust Score

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%
Estimated Fees (Annual) $14,000 on a $3,000,000 portfolio
Minimum Annual Fee $0
Feature Value
Annual Management Fee Details None
Minimum Investment $3,000,000
Average Account AUM $9,458,446
Broker-Dealer No
Disciplinary History No
Total AUM $2.84 billion
Advisor / Client Ratio N/A

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