Ally Invest Managed Portfolios

Annual Advisory Fee of

0.30^%

Features

Goal-oriented investing

We recommend professionally designed, personalized portfolios tailored to your financial needs, risk tolerance, goals and investment horizons.

Low cost

Advisory fees are low and there are no trade fees when we buy or sell securities.

Expert support

Get fast, friendly 24/7 support online or by phone or speak with a representative about your portfolio.

Automatic rebalancing

We regularly update your asset allocation based on your investment profile, including your risk tolerance, projected length of investment and wealth outlook.

Invest for Less

You don't have to pay exorbitant management fees or have a six-figure account to enjoy the benefits of professional portfolio management. Our advisory fees are a fraction of most traditional advisors’ and there are no trading fees.

Annual Advisory Fee

0.30%

The industry average annual advisory fee is 1.02%

Estimate Your Monthly Fee

Account Balance

$50,000

$12.50

A Month

Questions? We're here to help – 24/7.

Call us at 1-855-880-2559.

Automated Investing, Professionally Managed

Our managed portfolios are specially designed for investors seeking the perks of professional portfolio management with the low management fees of automated investing. Start investing with just $2,500.

When you open a managed investment account with Ally Invest, we'll recommend your ideal portfolio based on your specific needs, risk tolerance and goals. All portfolios are allocated across a wide range of diversified low-cost index funds and you'll have the ability to adjust your risk tolerance at any time. Your customized portfolio is carefully monitored and continually updated based on your risk tolerance and market conditions.

How It Works

We employ a rigorous evaluation system that sifts through thousands of exchange-traded funds (ETFs), seeking investments with low expenses and other favorable attributes. This evaluation process helps us select the investments that are best suited to meet your goals based on your risk tolerance and time horizon.

Learn About the Risks of ETFs

Plan

Tell us about your financial goals and we'll recommend a personalized investment plan designed to help you reach them.

Invest

We'll invest your money into a diversified, low-cost portfolio of index funds. Increase your investment any time with additional deposits.

Monitor

Our technology monitors and automatically adjusts your portfolio to keep you on track. Access your account anytime, anywhere to check in on your progress.

FAQs

We have answers

You don't need to deposit any money to open an account, but you'll need at least $2,500 to start investing in an Ally Invest Managed Portfolio.

There is no minimum balance requirement for a self-directed account.
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Ally Invest offers a variety of account types, including the following types of IRAs:
- Individual
- Joint
- Traditional
- Roth
- Rollover
- Custodial
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All customers, including U.S. citizens, must be living in the U.S. to open an Ally Invest account.

Exceptions may be made for active military personnel stationed abroad.
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Accounts managed by Ally Invest Managed Portfolios are offered through our affiliate broker dealer, Ally Invest Securities, LLC.

Ally Invest Securities, LLC, clears and settles trades through Apex Clearing, Inc., an unaffiliated clearing company. Both Ally Invest Securities and Apex Clearing are members of FINRA and SIPC.
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Ally Invest Securities, LLC, is a member of the Securities Investor Protection Corporation (SIPC), which provides protection for accounts up to $500,000 (including $250,000 for claims of cash) per client as defined by SIPC rules. Visit http://www.sipc.org/for-investors/what-sipc-protects for more information or call 1-202-371-8300.

Our clearing firm, Apex Clearing, has also purchased an additional insurance policy through a group of London Underwriters (with Lloyd's of London Syndicates as the Lead Underwriter) to supplement SIPC protection. This additional insurance policy becomes available to customers in the event that SIPC limits are exhausted and provides protection for securities and cash up to an aggregate of $150 million. This insurance is provided to pay amounts in addition to those returned in a SIPC liquidation proceeding. This additional insurance policy is limited to a combined return to any customer from a Trustee, SIPC and London Underwriters of $37.5 million, including cash of up to $900,000. Like SIPC protection, this additional insurance does not protect against a loss in the market value of securities.
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