Allyson Bakos is a registered investment advisor at Bakos Investment Management, based in Los Altos, CA, with 1 years of industry experience. Allyson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $78M 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 $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable. Fees include an initial investment plan, unlimited ongoing consultation, portfolio rebalancing and asset reallocation, and detailed quarterly performance reporting.
Fee Estimator
Location
Los Altos, CA
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Allyson is the Head Women's Water Polo Coach at the University of San Francisco since July 2024. This non-investment related activity takes about a quarter of her time.
Employment History
Current Registrations
Bakos Investment Management
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.