Allegheny Financial Group Ltd
Assets Under Management
$4.9B
Number of Clients
3,952
Number of Advisors
31
Average Client AUM
$1.2M
AUM per Advisor
$158.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Allegheny Financial Group provides tailored investment management and financial planning services through its wrap fee program. They develop personalized investment strategies based on client goals, risk tolerance, and liquidity needs. Services include comprehensive portfolio management and streamlined account management. Allegheny may recommend independent managers to manage a portion of client assets.
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, in its sole discretion, has the right to deviate from this schedule.
Fee Estimator
As part of the wrap fee program, you'll pay a single advisory fee that covers advisory services and transaction execution. This fee is a percentage of the assets in your account and is negotiable. For Comprehensive Portfolio Management (PMA), fees range from 1.00% on the first $2,500,000 to 0.35% on assets over $50,000,000. For Streamlined Account Management (SAM), the fee is 0.75% per year. These fees do not include other charges from Fidelity or fees charged within mutual funds or variable annuities. There are no minimum account values for the Allegheny Financial Group Wrap Fee Program accounts.
Areas of Practice
Location
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237