Alo Financial Planning (AFP) manages investment portfolios and provides financial planning services. AFP offers initial financial planning covering retirement, risk management, college savings, and estate planning. They also offer ongoing financial planning to implement and monitor the plan. AFP may recommend third-party investment advisors. They also provide employee benefit plan services to employer plan sponsors.
Assets Under Management$120M
Clients67
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.80% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Minimum quarterly fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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