Ally Invest Advisors (AIA) offers discretionary investment management services through Robo Portfolios and Personal Advice. Robo Portfolios are online portfolios of exchange-traded funds (ETFs) based on your risk tolerance and financial goals. Personal Advice provides a dedicated financial advisor to create a financial plan and manage your assets. AIA uses a Turnkey Asset Management Platform (TAMP) to administer Personal Advice client accounts.
Assets Under Management$1.4B
Clients79,943
Advisors91
Avg. per Client$17K
Avg. per Advisor$15M
cloud.email.ally.com/wealth-lead- form ·www.ally.com/go/invest/promotion/ipsumv10 ·www.ally.com/go/invest-simply
Fee Structure
Minimum Investment:$10
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
This fee schedule applies to the Personal Advice service. Market-Focused Robo Portfolios have a 0.30% annual fee. Cash-Enhanced Robo Portfolios and Invest Simply portfolios have no advisory fee. Guided Advice has a 0.50% annual fee.
Fee Estimator
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Location
91 Advisors at this firm
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