Allen Carr is a registered investment advisor at Vantus Wealth, based in Lancaster, PA, with 31 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,010 clients with $440M 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 | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
415 North Prince Street, Suite 200, Lancaster, PA, 17603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Allen is a sales agent for individual life, health, group life, group health, and individual and group disability insurance since 1994, dedicating minimal time. He is also a member of LFS Investments LLC, investing in publicly traded securities and maintaining life insurance on partners, and a committeeman for the Manheim Township Republican Committee, each taking minimal time.
Employment History
Current Registrations
Vantus Wealth
Previous Registrations
MML Investors Services, LLC
Liberty Financial Strategies, LLC
Wienken & Associates, LTD.
MML Investors Services, LLCBroker
State Registrations1 state
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