Allegheny Financial Group provides investment management and financial planning services. They work with clients to develop financial plans and provide ongoing investment advice. Allegheny offers comprehensive portfolio management, investment management services for portfolios held directly with mutual fund companies or annuity providers, and streamlined account management for clients seeking simplified investment management without financial planning. Stand-alone financial planning services are also available.
Assets Under Management$4.9B
Clients3,955
Advisors29
Avg. per Client$1.2M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management (also available separately)
Allegheny Financial Group offers several investment management options:
- Comprehensive Portfolio Management (PMA): Fees are calculated as a percentage of the assets they manage for you.
- Investment Management Services (IMA): Fees range from 0% to 1% per year, depending on the amount they manage for you.
- Streamlined Account Management (SAM): The fee is 0.75% per year of the assets they manage for you.
Loading...
Location
29 Advisors at this firm
Page 1 of 2