Brian Allen
Brian Allen is a CFP-designated registered investment advisor at Pension Consultants INC, based in Springfield, MO, with 36 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 88 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.13% |
| $500K - $1.0M | 0.60% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.40% |
| $2.0M - $2.5M | 0.40% |
| $2.5M - $3.0M | 0.30% |
| $3.0M - $4.0M | 0.15% |
| $4M+ | 0.05% |
Fees are billed quarterly in advance. A minimum annual fee of $6,500 applies.
Fee Estimator
Location
300 South Campbell Ave., Springfield, MO, 65806
Get directionsHistory
Regulatory History (1)
Regulatory
June 2005Other Business Activities
Brian is the managing member of PCI Properties, LLC, owning real estate since 2003, dedicating minimal time. He is also the owner and director of the board for Slate Robotics since 2017, spending a few hours per week.
Employment History
Current Registrations
Pension Consultants INC
Previous Registrations
Securities Service Network, INC.Broker
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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