Allos Investment Advisors, LLC
Assets Under Management
$59.8M
Number of Clients
382
Number of Advisors
8
Average Client AUM
$157K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Allos Investment Advisors provides custom investment management services on a discretionary basis, primarily using ETFs and mutual funds. They also offer financial planning services, including assistance with financial goals, budgeting, retirement income planning, and educational planning. Searcy Financial Services, Inc. provides day-to-day investment management and operational support to Allos.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25K | 1.90% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fees may be reduced or waived for directors, officers, and employees of Allos at the sole discretion of the Advisor. Investment Management Fees may be negotiated by Allos at its sole discretion.
Fee Estimator
Investment management fees are paid quarterly, in advance, based on the market value of assets under management. Allos + Financial Planning is available for a subscription fee of $150 per month ($1800 per year).
Areas of Practice
Location
12980 Foster Street, Suite 160, Overland Park, KS, 66213