Allos Investment Advisors manages investment portfolios and provides financial planning services for individuals, trusts, estates, charitable organizations, and businesses. Allos builds customized portfolios primarily using exchange-traded funds and mutual funds, taking a long-term approach tailored to each client's specific goals, time horizon, and risk tolerance. Day-to-day investment management is handled by its parent company, Searcy Financial Services. In addition to investment management, Allos offers ongoing financial planning subscriptions covering budgeting, cash flow, retirement income planning, and educational planning. The firm operates as a subsidiary of Searcy Financial Services and recommends Charles Schwab as the primary custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 1.90% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fees may be reduced or waived for directors, officers, and employees at the firm's discretion, and are negotiable.