Ally Invest Advisors
Assets Under Management
$1.4B
Number of Clients
79,943
Number of Advisors
89
Average Client AUM
$17K
AUM per Advisor
$15.6M
Compensation
Fee-Only (AUM)
About This Firm
Ally Invest Advisors offers discretionary advisory services through Robo Portfolios (online, ETF-based, with Cash-Enhanced and Market-Focused options) and Personal Advice (dedicated financial advisor, financial plan construction, asset management). They utilize a Turnkey Asset Management Platform (TAMP) for the Personal Advice service. Invest Simply and Guided Advice are not currently accepting new accounts.
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
Location
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202