Allio Advisors
Assets Under Management
$235K
Number of Clients
1,028
Number of Advisors
N/A
Average Client AUM
$228.513
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
ALLIO ADVISORS LLC offers algorithm-based portfolio management services, customized to each client based on their individual characteristics. They create an Investment Policy Statement for each client, outlining their current situation and risk tolerance. AAL generally limits its investment advice to equities and ETFs.
Fee Structure
You'll pay an annual fee based on the amount of assets managed. For the Dynamic Yield strategy, the fee is 0.25% for accounts under $10k, 0.20% for accounts between $10k and $50k, and 0.15% for accounts over $50k. For the Core Managed strategy, the fee is 0.65% for accounts under $10k, 0.50% for accounts between $10k and $50k, and 0.35% for accounts over $50k. There is a $500 account minimum.
Areas of Practice
Location
107 Spring Street, 3039A, Seattle, WA, 98104