Stuart Allen is a registered investment advisor at Allen Capital Management, LLC, based in Vancouver, WA, with 20 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% |
For clients that also have accounts with Allen Trust Company, account values with both institutions will be aggregated for the application of the above fee schedule’s benefit of scale. In certain circumstances, standard fees may be negotiable.
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.
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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
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