Allié Family Office offers investment management services, including discretionary and limited-discretionary accounts. They work with clients to determine suitable investment strategies based on their financial situation and goals. Allié also provides recommendation services and consulting services, connecting clients with third-party legal, accounting, and tax professionals. The firm primarily invests in mutual funds and exchange-traded funds, but may also advise on other investment product types.
Fee Structure
Allié Family Office generally charges an annual fee ranging from 0.15% to 0.75% of the assets they manage for discretionary and limited-discretionary portfolio management services. The fee is based on factors such as the amount of assets, complexity of securities, investment objectives, and strategies. Fees are charged quarterly in arrears, based on the market value of assets on the last day of each month during the quarter. Alternatively, Allié may charge a fixed fee depending on the nature and complexity of the services.