Assets Under Management
$4.9B
Number of Clients
3,952
Number of Advisors
31
Average Client AUM
$1.2M
AUM per Advisor
$158.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Allegheny Financial Group provides investment management and financial planning services tailored to individual client needs. 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. Fees are negotiable on a client-by-client basis.
Stone Quarry Crossing, 811 Camp Horne Road, Suite 100, Pittsburgh, PA, 15237