Assets Under Management
$633.8M
Number of Clients
1,356
Number of Advisors
14
Average Client AUM
$467K
AUM per Advisor
$45.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Allegheny Investments provides tailored investment management and financial planning services through its wrap fee program. Services include comprehensive portfolio management (PMA) and streamlined account management (SAM). They recommend independent managers and monitor account performance. Fees are negotiable and based on assets under management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.35% |
Allegheny has the right to deviate from this schedule and negotiate fees on a client-by-client basis.
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237