Allegheny Financial Group LTD
Assets Under Management
$4.9B
Number of Clients
3,952
Number of Advisors
31
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$158.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Allegheny Financial Group provides investment management and financial planning services. They work with clients to develop financial plans and provide ongoing investment advice. Allegheny offers comprehensive portfolio management, investment management services for portfolios held directly with mutual fund companies or annuity providers, and streamlined account management for clients seeking simplified investment management without financial planning. They also offer stand-alone financial planning services.
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% |
Allegheny has the right to deviate from this schedule. Fees are negotiable on a client-by-client basis.
Fee Estimator
Areas of Practice
Location
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237