Assets Under Management
$1.4B
Number of Clients
79,943
Number of Advisors
89
Average Client AUM
$17K
AUM per Advisor
$15.6M
Compensation
Fee-Only (AUM)
Ally Invest Advisors offers discretionary advisory services through Robo Portfolios and Personal Advice. Robo Portfolios are online and use ETFs. Personal Advice provides a dedicated Financial Advisor. Invest Simply is a third service currently being tested.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.85% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Personal Advice fees are tiered. Market-Focused Robo Portfolios are 0.30% annually. Guided Advice is 0.50% annually. Cash-Enhanced Robo Portfolios and Invest Simply have no advisory fee.
601 S. Tryon Street, Suite 100, Charlotte, NC, 28202