Allied Investment Advisors provides ongoing investment management, financial planning, and retirement plan services to individuals, high-net-worth individuals, pension plans, trusts, estates, charitable organizations, corporations, and other businesses. Financial planning is included for investment management clients. The firm also offers model portfolios to other financial institutions.
Assets Under Management$1.5B
Clients1,071
Advisors11
Avg. per Client$1.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Based on complexity, account size, and other factors, annual advisory fees may be more than the minimum fee listed above but no more than 1.50% annually and only if negotiated and agreed to by the client and our firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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