Alesco was founded in 2000 and acquired by ESL in 2025. Client portfolios are most commonly invested in low-fee passive mutual funds and ETFs. For some clients, Alesco also invests in private assets. Alesco clients include institutions and high-net-worth individuals. They offer individuals financial, tax, estate, and insurance planning.
Overview
- Headquarters
- Pittsford, NY
- Total Firm Assets
- $5.6 billion
- Average High-Net-Worth Client Portfolio Size
- $6.9 million
- Stated Minimum Account Size
- $3,000,000
Recent Rankings
Fee Disclosure
Source: ALESCO ADVISORS, LLC, AN ESL COMPANY (2026-04-20) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 0.90% |
| $500,001 | $2,000,000 | 0.60% |
| $2,000,001 | $10,000,000 | 0.40% |
| $10,000,001 | $50,000,000 | 0.35% |
| $50,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | $25,500 | 0.51% |
| $10 million | $45,500 | 0.46% |
| $50 million | $185,500 | 0.37% |
| $100 million | $335,500 | 0.34% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 44.43%
- Number of High-Net-Worth Clients
- 363
- Total Client Accounts
- 1,777
- Discretionary Accounts
- 1,777
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 339091
- ALESCO ADVISORS, LLC, AN ESL COMPANY (2026-04-20) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗