Troy Talamelli
Troy Talamelli is a registered investment advisor at Ally Invest Advisors, based in Charlotte, NC, with 24 years of industry experience. Troy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 83,199 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Rates apply to the Personal Advice service. Other programs include Market-Focused Robo Portfolios at a flat 0.30% and Guided Advice at a flat 0.50%. Cash-Enhanced Robo Portfolios have no advisory fee.
Fee Estimator
Location
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2023Employment History
Current Registrations
Ally Invest Advisors
Ally Invest Securities LLCBroker
Previous Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Allianz Global Investors Distributors LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ing Investment Management CO.
Ing Investments Distributor, LLCBroker
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
American Skandia Marketing, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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