Allen Forrest
Allen Forrest is a PFS-designated registered investment advisor at Fr Financial Advisors LLC, based in Coral Springs, FL, with 21 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 140 clients with $120M 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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and account minimums may be negotiable in certain circumstances.
Fee Estimator
Location
5521 University Drive, Suite 104, Coral Springs, FL, 33067
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
Allen is an insurance agent selling various insurance products and fixed annuities through FR Financial Insurance, dedicating a few hours per week. He is also a partner in the accounting firm Forrest Robinson PLLC, dividing his time between the accounting practice and his financial advisor role.
Employment History
Current Registrations
Fr Financial Advisors LLC
Previous Registrations
Rk Advisors
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.