Stuart Allen is a registered investment advisor at Allen Capital Management, LLC, based in Vancouver, WA, with 21 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 109 clients with $200M 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 $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6M+ | 0.55% |
Subject to a $5,000 minimum annual fee. Fees may be negotiable in certain circumstances. Account values with Allen Trust Company can be aggregated for fee calculations.
Fee Estimator
Location
701 Columbia St, Ste 104, Vancouver, WA, 98660
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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 Activities
Stuart is a principal of Allen Trust Co., an investment-related business, since 1998. He dedicates a full-time commitment to this role.
Employment History
Current Registrations
Allen Capital Management, LLC
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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