Alloy Investment Management refers clients to third-party investment advisors (TPIAs) to manage their investment portfolios. Alloy Investment Management gathers information about your financial situation and objectives and then recommends a specific TPIA or investment program. Alloy Investment Management monitors the TPIA’s performance to ensure its management and investment style remains aligned with your investment goals and objectives. Alloy Investment Management also offers a complimentary financial plan.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Alloy Investment Management charges up to 1.15%. The third-party investment advisor's maximum annual management fee is 0.35%. The total maximum annual management fee charged to the client will not exceed 1.50% of the assets managed per year. Fees are negotiable.