Ally Ayers is a registered investment advisor at Brooklyn Fi, LLC, based in Brooklyn, NY, with 5 years of industry experience. Ally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Millennials & Gen Z, and 2 more. Their firm serves 295 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
109 S 5th St, Brooklyn, NY, 11249
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Regulatory History
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.
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Ally works for Mason Tax, LLC, providing tax preparation services, which takes about 10-20% of her time. She also owns 50% of both In the Money Media, LLC (a podcasting company) and Guided Equity Management, Inc., each taking minimal time.
Employment History
Current Registrations
Brooklyn Fi, LLC
State Registrations1 state
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
Additional Information
AJ Ayers, CFP, EA is a financial planner based in Brooklyn, New York. She specializes in financial planning services for small and medium business owners, creatives, tech professionals with equity compensation, and professional women.