Allied Portfolio Management (APM) offers personalized investment advice to individuals, trusts, estates, charitable organizations, corporations, and other business entities. APM provides both discretionary and non-discretionary portfolio management services, customizing investment strategies based on a client's financial situation, goals, and risk tolerance. APM may offer advice on various securities, including stocks, bonds, mutual funds, and ETFs. For some clients, APM uses Institutional Intelligent Portfolios™, an automated investment platform sponsored by Schwab.
Fee Structure
Allied Portfolio Management manages your investments for an annual fee ranging from 0.5% to 1.5% of the value of your portfolio. The specific fee depends on the size and complexity of your account. APM bills its fees at the beginning of each quarter. Fees are directly debited from your account with your written authorization. If you start or end your account during a quarter, the fee will be adjusted accordingly. You'll also pay brokerage commissions, transaction fees, and other related costs.