Allegheny Investments offers tailored investment management and financial planning services to individuals, families, and businesses. The firm provides several investment management options, ranging from comprehensive portfolio management that includes financial planning to standalone investment management and streamlined account management. Allegheny creates personalized strategies based on each client's goals, time horizon, and risk tolerance, primarily utilizing mutual funds, exchange-traded funds, and individual securities. The firm also coordinates with third-party independent managers and offers specialized consulting on retirement, business succession, and insurance. Allegheny has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Rates reflect the Comprehensive Portfolio Management program. Other programs have different schedules (e.g., Asset Management Service starts at 1.00% for the first $1M and drops to 0.25% above $25M; Streamlined Account Management is a flat 0.75%). Fees are negotiable.