Annie Cronin
Annie Cronin is a registered investment advisor at Allstate Financial Advisors, LLC, based in Daly City, CA, with 31 years of industry experience. Annie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
333 Gellert Blvd Ste 228, Daly City, CA, 94015-2660
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
February 2012Customer Dispute
January 2009Judgment / Lien
February 1994Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Aci
Citicorp Investment ServicesBroker
Citicorp Investment Services
Morgan Stanley
Morgan Stanley Dw INC.Broker
CueBroker
CueBroker
MML Investors Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
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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