Alegria Asset Management offers investment management and financial planning services. This includes helping clients determine their financial goals, identify problems, review insurance, manage investments, plan for education, and plan for retirement. Alegria Asset Management sells annuities, insurance, stocks, bonds, mutual funds, and other commissioned products. Clients make the final investment decisions and maintain control of their assets.
Assets Under Management$38M
Clients44
Advisors3
Avg. per Client$850K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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