Bart Aby is a registered investment advisor at Allied Investment Advisors LLC, based in Billings, MT, with 20 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,071 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Based on complexity, account size, and other factors, annual advisory fees may be more than the minimum fee listed above but no more than 1.50% annually and only if negotiated and agreed to by the client and our firm.
Fee Estimator
Location
3409 Transtech Way, Suite A, Billings, MT, 59102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Bart is involved in cattle ranching under the DBA Bart Aby, dedicating about 10-20% of his time to feeding, branding, and roundups. He is also a member of AKL, LLC, a legal entity that owns the Allied Investment Advisors office building, spending minimal time on this activity.
Employment History
Current Registrations
Allied Investment Advisors LLC
Previous Registrations
Dmkc Advisory Services, LLC
Investment Management Group
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.