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 $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Fee Estimator
Robo Portfolios have a 0.30% annual advisory fee for Market-Focused portfolios; Cash-Enhanced portfolios have no advisory fee. Personal Advice has a tiered fee structure (see table). Invest Simply portfolios have no advisory fee. The minimum initial deposit is $100 for Robo Portfolios, $10 for Invest Simply, and $100,000 for Personal Advice (household). Guided Advice has a 0.50% annual fee and a $25,000 minimum initial deposit.
Areas of Practice
Advisor Information
Office location
2911 Lake Vista Dr, Lewisville, TX, 75067
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel works as an Associate Specialist-Invest Services for Ally Invest Advisors and Ally Invest Securities. He supports customers with self-directed or advisory accounts, with varying hours per month.