| 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 has the right to deviate from this schedule. Fees are negotiable on a client-by-client basis.
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brandon is involved in numerous investment-related activities, primarily as a managing member or general partner in various AFG entities and funds since 2002. He also serves on the board of directors for Silver Threads, LLC and Bridge of Hope, a nonprofit organization, and Erie Metal Basket.