Allevid provides investment advice and financial planning services to individuals. Allevid assesses your current portfolio, recommends asset allocation strategies, and helps set up accounts with firms like Vanguard or Fidelity. Allevid recommends specific mutual funds and occasionally stocks to build your portfolio, tailoring advice to your individual financial goals and needs.
Assets Under Management$3.5M
Clients3
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.00% |
| $200K - $600K | 1.00% |
| $600K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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