Ather Naqi

Ally Invest Advisors

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningSocially Responsible Investing

Ally Invest Advisors

Compensation

Fee-Only (AUM)

Firm Size

89 advisors

Number of Clients

79,943 clients

Average Client Portfolio

$17K average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$100

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	0.85%
$250K - $1.0M	0.80%
$1M+	0.75%

Personal Advice fees are tiered. Market-Focused Robo Portfolios are 0.30% annually. Guided Advice is 0.50% annually. Cash-Enhanced Robo Portfolios and Invest Simply have no advisory fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

2911 Lake Vista Dr, Lewisville, TX, 75067

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Ather works as an Associate Specialist for Ally Invest Advisors, supporting both Ally Invest Securities and Ally Invest Advisors. Ather also co-owns rental properties managed by Home River Group, and umpires cricket games for Dallas Cricket League and North Texas Cricket Association.