Lori Allison
Lori Allison is a CFP-designated registered investment advisor at Strategic Blueprint, LLC, based in Fairfax, VA, with 26 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,742 clients with $2.7B 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 $250K | 2.25% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable. These are the maximum fees for the All-Inclusive program. Non-Inclusive program fees are slightly lower. The maximum advisory fees charged to annuity assets is 1.5% of the contract’s cash value.
Fee Estimator
Location
10300 Eaton Place, Suite 470, Fairfax, VA, 22030
Get directionsHistory
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
Lori is a partner in Keen & Pocock, marketing financial services and fixed insurance products, dedicating a few hours per week. She also partners in Green Pear Interior, LLC, a home furnishings business, and Keen & Pocock Tax Service, where she refers clients, dedicating minimal time to each. Additionally, Lori is the treasurer for BYU Management Society and a partner in Keen & Pocock Financial Academy, LLC, where she presents financial education seminars.
Employment History
Current Registrations
Strategic Blueprint, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Global Brokerage Services, INC.
Global Brokerage Services, INC.Broker
State Registrations10 states
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.