Fees & pricing

Understand what you pay.

A clear view of the advisory fee, the services you agree to, and any additional costs.

Published advisory rates · Based on assets under management

Up to $25,000

0.25% / year

The lower advisory rate while you’re building investment assets.

Over $25,000

0.50% / year

The standard advisory rate for investment management.

Billed quarterly. Standard trading costs and performance reports are included. Review the agreement for the applicable fee schedule and any additional charges. Read Form ADV Part 2A. Read alongside Form CRS.

The full picture

More than a rate.

Before you decide, understand who provides each service, how they’re paid, and the cost of the whole relationship.

Your advisory fee

The advisory program charges a fee based on assets in managed accounts. Review the agreement for the applicable schedule and billing terms.

Additional services and costs

A rare transaction, such as a large options order, an alternative investment or an annuity, can carry its own cost. We discuss any such cost with you first. Fund expenses, account fees and outside-professional costs can also apply. Form CRS describes affiliated services that may involve additional fees and conflicts.

Our responsibility to you

When acting as your investment adviser, we must act in your best interest. That duty does not eliminate conflicts.alooola is registered with the SEC as firm #325090. Registration does not imply a particular level of skill or training.View the public record

Define the relationship

Agree on the scope.

These are topics to discuss, not services automatically included in the advisory fee. Confirm the provider, scope, and cost of each part of your plan.

  • Investment management
  • Portfolio rebalancing
  • Tax-efficient investing
  • Debt strategy
  • Insurance review
  • Estate-planning framework
  • Retirement projections
  • Ongoing advice

Common questions

Before you begin.

Do I need a minimum to work with you?
No hard asset minimum stands between you and a conversation. We work with physicians at every career stage, including residents and fellows still building investable assets. The scope of services may differ.
When do I start paying?
Your introductory call is free. Fees begin only after you decide to move forward and we’ve agreed together on a scope of services. You’ll know what you’re paying before anything starts.
Can I cancel anytime?
Yes. You can leave at any time by transferring or closing your account. We ask for written notice, and your fee for that quarter is pro-rated to the date you leave. Your brokerage firm may charge a transfer fee.
Are you a fiduciary?
When acting as your investment adviser, Alooola must act in your best interest. Compensation and affiliated relationships can still create conflicts. Read Form CRS and ask how those conflicts are addressed. Registration does not imply a particular level of skill or training.

Let’s talk through the details.

We’ll help you understand the proposed relationship and its cost.

Contact the teamRead our disclosures