Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Allegheny has the right to deviate from this schedule. Fees may be negotiable on a client-by-client basis.
Fee Estimator
Allegheny Investments charges a single advisory fee for advisory services and transaction execution within its wrap fee program. This fee is negotiable and detailed in the investment management agreement. For Comprehensive Portfolio Management (PMA), fees are based on a percentage of assets under management. For Streamlined Account Management (SAM), the fee is 0.75% per year. Clients may incur additional fees from Fidelity and other third parties. The firm has a conflict of interest to trade less frequently.
Areas of Practice
Advisor Information
Office location
Chardon, OH
Get directionsRegulatory History
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