How does the advisor help clients – Key Takeaways:
ALERA INVESTMENT ADVISORS, LLC (ALERA) serves as a valuable resource for clients seeking financial expertise and guidance. With a team of experienced advisors and a wide range of financial services, ALERA helps clients achieve their goals and build a strong financial future.
ALERA takes a comprehensive approach to financial planning, taking into account each client’s unique needs and goals. Through personalized strategies and ongoing support, ALERA empowers clients to make informed financial decisions and achieve their desired outcomes.
Facts and Insights
Founded in 2005, ALERA has over 15 years of experience in the financial industry. In that time, the firm has grown to manage over $1 billion in assets and has a team of highly skilled financial advisors.
ALERA believes in transparency and communication, regularly sharing insights and updates with clients to keep them informed and educated about their investments and financial plans. The firm also provides access to a wide range of resources and tools to help clients stay on top of their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10+ | 15+ years |
Financial Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Educational Planning
- Charitable Giving
Client Types
ALERA is open to working with a wide range of clients, including individuals, families, and businesses. The firm also caters to clients at all stages of life, from young professionals just starting to build their wealth to retirees looking to preserve and distribute their assets.
Fees & Compensation
ALERA operates on a fee-only model, meaning the firm is compensated solely by client fees and does not receive commissions for recommending specific investment products. This ensures that the firm’s interests are aligned with the clients’ and eliminates any potential conflicts of interest.
The fee structure is based on a percentage of assets under management, with different tiers for different levels of assets. This encourages performance-based compensation and incentivizes ALERA to focus on growing and protecting clients’ assets.
Background
The advisors at ALERA have a diverse range of backgrounds and expertise, bringing a well-rounded approach to financial planning and investment management. The firm’s leadership team has decades of experience in the financial industry and is committed to upholding the highest standards of professionalism and ethics.
Additionally, ALERA is a member of multiple professional organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA), demonstrating the firm’s commitment to maintaining the highest industry standards.
Financial Advisor Disclosures to Know
ALERA is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
The firm also has a clean disciplinary record, with no reported regulatory or legal actions in its history. This gives clients peace of mind knowing that their assets are in trustworthy and capable hands.