Assets Under Management
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- Jun Shi Lian Meng
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$91,868,386
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Number of Advisors15
Time in BusinessFounded in 2005
Fee StructureFee-based
Office Location700 Kinderkamack Rd, Suite 200
Jun Shi Lian Meng
Oradell, NJ 07649
WebsiteThe Investment Advisor Alliance provides financial planning and portfolio management services. Its financial advisors work out of Oradell, New Jersey. They are responsible for more than $91.80 million in assets under management (AUM).
The Investment Advisor Alliance Background
The Investment Advisor Alliance has been in operation since 2005. Today, it’s wholly owned by Keeler Financial Services Holdings, LLC. The primary owner of that company is Robert Keeler.
He kicked off his career in 1999 on the floor of the New York Stock Exchange (NYSE). Keeler now holds several securities trading designations including the Series 7, 9, 10, 28, and 66 licenses. Play batman vs superman.
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As CEO of the Investment Advisor Alliance, he also manages and sub-advises portfolios for other investment advisors.
The Investment Advisor Alliance Client Types and Minimum Account Sizes
The Investment Advisor Alliance generally works with individuals, families, trusts, and closely held businesses of theirs. Each advisor at sets their own minimum account size requirement, though the minimum typically is around $100,000.
Services Offered by The Investment Advisor Alliance
The Investment Advisor Alliance offers investment management and financial planning services. The firm’s advisors can design and manage portfolios to help you meet your long-term financial goals. They also may select third-party advisors to manage portions of your portfolio.
Depending on your needs, the team also can write objective-based financial plans that cover such topics as:
- Cash-flow planning
- Tax planning
- Budgeting
- Risk tolerance review
- Education funding
- Retirement planning
- Investment analysis
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The Investment Advisor Alliance Investing Philosophy
As opposed to model portfolios that other money managers may use, the Investment Advisor Alliance designs a unique investment portfolio for each of its clients. The firm’s advisors consider specific variables such as the client’s financial situation, investable assets, goals and time horizon. They use this information to determine a unique asset allocation or investment mix for each client.
The firm generally builds these portfolios with mutual funds, equities and bonds. It does not select or recommend private placements, non-publicly traded securities, hedge funds or similar types of investments.
Fees Under The Investment Advisor Alliance
Financial planning fees are charged on an hourly or fixed-fee basis. These vary depending on the scope and complexity of the services provided. Hourly fees are capped at $300. Fixed fees vary, but can climb to $25,000.
The Investment Advisor Alliance typically charges investment management fees as percentages of the client’s assets. These percentages usually range from 1.25% to 1.70%. Third-party managers would assess their own fees if involved in the management of your account.
Investment management services also involve certain external fees not collected by Investment Advisor Alliance. These may include transaction-based fees paid to the custodian holding your account and expenses charged by managers of the mutual funds or ETFs you’re invested in. You can learn more about fund expenses by examining the fund’s publically available prospectus document.
What to Watch Out For
Some representatives of the Investment Advisor Alliance are also insurance agents. The dual role can create potential conflicts of interest. It can also be unclear to clients when a recommendation is from their advisor, who has a fiduciary duty to put clients' interests first, or from a salesman. Be sure you know what all recommendations are based on and how the advisor and firm may benefit from it. Also, remember that you have no obligation to buy these products.
Disclosures
In the past 10 years, the Investment Advisor Alliance has not been the subject of any disciplinary action deemed material to a potential client’s evaluation of the firm’s business integrity. You can learn about the latest disclosures from the firm’s Form ADV.
Tips for Finding the Right Financial Advisor
- Ask potential advisors how they get paid. Fee-only advisors who only receive client fees have fewer conflicts of interest than fee-based advisors who receive client fees and vendor commissions.
- Talk to at least three candidates. That will give you a sense of fees and investment options so you can make an informed decision. To find more suitable advisors, use our interactive tool. It will match you with up to three advisors in five minutes, based on your preferences and needs.
All information was accurate as of the writing of this article.
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