Alan Houck is a registered investment advisor at Financial Facilitators, INC., based in Eugene, OR, with 15 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Facilitators offers investment advisory services for a percentage of the assets they manage. These fees range from 1% to 3% annually. The fees are collected quarterly from the client's assets by a Broker-Dealer, and Financial Facilitators receives a percentage of the overall fee through a wrap-fee agreement.
Location
450 Country Club Road, Ste 130, Eugene, OR, 97401
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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.
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Alan is associated with Houck Evarts & Company LLC, CPA's, since 2003.
Employment History
Current Registrations
Financial Facilitators, INC.
State Registrations1 state
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