alooola focuses on providing financial and investment advice to young professionals with low asset balances and a long-term investment horizon. The firm uses technology-driven apps to personalize investment strategies. alooola offers discretionary asset management of mutual funds and exchange-traded funds, along with basic financial planning services like budgeting and retirement projections.
Assets Under Management$25M
Clients417
AdvisorsN/A
Avg. per Client$61K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.25% |
| $25K+ | 2.00% |
Plus an annual administrative fee of $5. Fees for corporate plan sponsors vary based on the 401K plan size and number of participants but range from 0.10% to 1.00% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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