Allegheny Financial Group provides personalized investment management and financial planning services tailored to individual client needs. Founded in 1976 and based in Pittsburgh, Pennsylvania, the firm helps clients build investment portfolios primarily using mutual funds, exchange-traded funds, and individual stocks and bonds, with services available on both a discretionary or non-discretionary basis. Allegheny offers comprehensive portfolio management that combines ongoing financial management with planning, streamlined account management for portfolio-only needs, and standalone financial planning services. The firm also assists with specialized topics including business purchases, succession planning, retirement planning, and IRA rollovers, and advises private funds for high-net-worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable on a client-by-client basis. Other programs such as Streamlined Account Management charge a flat 0.75%, and standard investment management ranges from 0% to 1.00%.