Assaf Pinchas is a CFP-designated registered investment advisor at Allegiance Financial Group, based in Vienna, VA, with 30 years of industry experience. Assaf operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 583 clients with $510M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Legacy clients and friends and family of employees may pay lower fees.
Fee Estimator
Location
374 Maple Avenue East, Suite 204, Vienna, VA, 22180
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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
Assaf is a registered representative of The Strategic Financial Alliance, Inc. and operates Allegiance Financial Group, LLC as a DBA for financial planning and wealth management, dedicating about half of his time. He also offers fixed insurance products and is the owner/sole proprietor of Allegiance Financial Group Advisory Services LLC, spending nearly full-time hours as an IAR and CCO.
Employment History
Current Registrations
Allegiance Financial Group
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Acorn Financial Advisory Services, INC.
H. Beck, INC.
H. Beck, INC.Broker
Woodbury Financial Services, INC.Broker
State Registrations19 states
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