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Wealth Management

One dedicated advisor for your full financial journey.

Start with $100,000 in investable assets.

Your financial future: defined by you, guided by us.

Honest advice for what matters most to you.

With Ally Invest Wealth Management, receive personalized guidance from one dedicated fiduciary senior wealth advisor. This advisor truly gets to know you as a person and investor, understanding your goals and values in order to provide sustained, trustworthy support for your entire wealth picture.

  • For those who already bank or invest with us

  • Advice for all your assets and liabilities, including ones we don’t manage (like your 401(k)s, bank accounts, or mortgage loans)

  • Receive a portfolio expertly constructed to match your unique goals, point of view, timeline, risk tolerance, and market preferences

  • With one-on-one attention, gain a fresh perspective on long-standing financial habits and troubleshoot potential hurdles standing between you and your goals

  • Invest in the themes, causes, or companies you care about most  Explore goal-based strategies

Fiduciary: It simply means we got you.

All of our advisors are fiduciaries, meaning they’re required to act in your best interest. It’s not only a duty, but also the right thing to do.

We’re different where it matters.

More for your money.

For a  $100,000 minimum  we offer a portfolio, long-term plan, and ongoing advice from one dedicated advisor. Plus, our blended annual  advisory fee  caps at 0.85%. (That’s about $71 a month for a $100,000 portfolio.)

Wealth Client Concierge.

As part of your advisor team, you’ll get a single point of contact to help with any account-specific questions you may have.

Ally accounts in harmony. 

With our seamless digital integration, log in once to access your Ally Invest and Ally Bank accounts in one place, on desktop or mobile. 

Bye-bye brick and mortar.

Log in to your digital portfolio, 24/7, and see what your advisor sees. Your advisor’s a call or email away.

How it works.

Here’s what you can expect with a Wealth Management account.

Transparent pricing and all-inclusive advice.

We calculate the annual advisory fee based on your assets under care. The fee covers financial planning, construction of your portfolio, and ongoing portfolio monitoring and rebalancing. Plus, the unlimited advice you receive for investments held elsewhere comes at no extra cost to you.

Continuous monitoring and frequent check-ins.

We keep tabs on your portfolio and rebalance it to help keep it on track. Though you’ll have regularly scheduled check-ins, you can always contact your advisor any time if your goals change.

Personal attention on your priorities.

Working with one dedicated advisor instead of many means your best interests are top of mind. Your advisor remembers you and understands your primary goal, whether that’s to grow your wealth, save for retirement, or plan for a specific milestone.

A 360° view of your finances.

Monitor your progress online, 24/7, by going to your Wealth Overview. Track your portfolio’s performance and see a holistic view of your net worth, including other Ally accounts or ones you’ve linked from other financial institutions.

Track your progress online, anytime.

Our digital tools provide insight into your entire wealth picture.

Desktop and mobile views of an example goal roadmap timeline within a wealth client’s account. The timeline shows the client’s current status as well as their proposed plan, indicating they’re on track toward meeting their pre-set goal.

Goal roadmap

Compare where you are now to where you want to be with a timeline showing your trajectory. Plus, upcoming goal reminders serve to keep you on target.

See how we compare.

Our features stand out from the rest. Take a look for yourself.

This table compares our Wealth Management features and pricing to that of comparable wealth management services of our competitors.
Wealth account features

ally invest

Ally Invest

Wealth Management

betterment

Betterment

Premium

merrill lynch

Merrill Lynch

Wealth Managment

schwab

Schwab

Private ClientTM

Dedicated support from one advisor for a $100,000 investment minimum
yes no no no
Advice for all assets, even ones held elsewhere yes yes no yes
Seamless digital integration with in-house banking accounts yes yes no yes

What you should know.

We strive to keep our information accurate and up to date. Competitors’ information comes from their websites and is accurate as of 5/6/2022. Their terms and conditions vary and are subject to change.

Take the next step.

We’re ready for a long-term relationship.

Step 1

Set up a consultation.

First, make sure you have at least $100,000 in investable assets  and that you have an existing Ally Invest or Ally Bank account. Then schedule the initial call. We’ll reach out to consult with you about your overall goals.

Step 2

Meet and plan with your advisor.

Next, we’ll pair you with your personal advisor, and you’ll get to know each other over a series of calls. Together, during this planning stage, you’ll create a portfolio approach catered to your unique financial needs and market preferences.

Step 3

Seal the deal.

Finally, your advisor will send you an investment proposal outlining the details of your portfolio and long-term plan. Signing this makes the relationship official – your advisor will then open your new account, and your wealth journey officially begins.

FAQs

We have answers.

Still have questions? Visit our Help Center.