Alley Investment Management Company manages investment portfolios for individuals, families, and institutions. Alley Company invests primarily in stocks, exchange-traded funds (ETFs), and bonds. The firm's equity strategies include Core, Dividend, and Hybrid portfolios. Alley Company also provides sub-advisory and model portfolio management services to other investment advisors.
Assets Under Management$840M
Clients167
Advisors5
Avg. per Client$5.1M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.80% |
Other billing rates and methods can be agreed to in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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