Allied Portfolio Management offers personalized investment management and financial advice to individuals, trusts, estates, charitable organizations, and corporations. Led by Steven L. Graham, Allied Portfolio Management uses Modern Portfolio Theory to build diversified, long-term investment strategies tailored to each client's specific financial situation, goals, and risk tolerance. The firm provides both discretionary and non-discretionary portfolio management, allowing clients to maintain various levels of involvement in the investment process. In addition to traditional management, Allied Portfolio Management offers an automated online investment management option through Schwab Institutional Intelligent Portfolios. Beyond portfolio oversight, Allied Portfolio Management provides consultations on broader financial topics such as asset allocation, insurance, inheritances, and college funding.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges from 0.5% to 1.5% depending on account size and complexity. Fees are subject to negotiation.