Allaria Asset Management (AAM) offers asset management, investment research, and financial advisory services to individuals and institutional clients. AAM provides customized investment strategies across various asset classes, aligning with client objectives and risk tolerance. AAM may engage sub-advisers and offers non-discretionary research and strategic consulting services to institutional clients. AAM also offers administrative consulting services, including consolidated reporting and coordination with custodians.
Fee Structure
Allaria Asset Management's fees for managing your investments are based on a percentage of the total value of your account, including any borrowed funds used for investing. The annual management fee typically ranges from 0.25% to 1.50% of your account's value. However, depending on the client, AAM can agree to segment fees by asset class, for example, charging 0.12% on fixed income assets and 0.40% on all remaining assets. All fees are negotiable.