Allegory Advisory provides customized financial planning and portfolio management services. Financial planning includes advice on cash flow, budgeting, college funding, and retirement planning. Portfolio management involves developing an investment policy, building and monitoring portfolios, rebalancing, and tax-loss harvesting. The firm works with clients to determine their financial needs, goals, and risk tolerance.
Assets Under Management$35M
Clients30
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.45% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.35% |
Fees may be discounted at the firm principal’s discretion. Accounts may be aggregated for fee discounting purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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