Assets Under Management
$235K
Number of Clients
1,028
Number of Advisors
N/A
Average Client AUM
$228.513
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
ALLIO ADVISORS LLC offers automated portfolio management services via an interactive website. Investment solutions are customized based on client characteristics like age, risk tolerance, income, and assets. They primarily recommend ETFs, but may use other securities to diversify portfolios.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10K | 0.01% |
| $10K - $50K | 0.01% |
| $50K+ | 0.00% |
Fees listed are for the Core Managed strategy. Dynamic Yield strategy fees are: 0.25% for <$10k, 0.20% for $10k-$50k, and 0.15% for $50k+.
107 Spring Street, 3039A, Seattle, WA, 98104