Branda Allen
Branda Allen is a registered investment advisor at Tcp Asset Management, LLC, based in Upper Arlington, OH, with 20 years of industry experience. Branda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,221 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Additional fees apply when using TCPAM models at Orion Portfolio Solutions or SEI (0.35%) or Pave Investment Advisors Sub-Advised Portfolios (0.40%).
Fee Estimator
Location
5000 Horizons Drive, Upper Arlington, OH, 43220
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2016Other Business ActivitiesSells Insurance
Branda is a licensed independent insurance agent selling various fixed insurance products since 2016, and is also involved with TCP Asset Management as an Investment Advisor Representative, COO, and Partner since 2017. Additionally, Branda is a sole owner operator for Wanderlust Adventures and Events, a partner at BBE Co, LLP, and a partner at PPBJ LLC.
Employment History
Current Registrations
Tcp Asset Management, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Trendency Capital Management, LLC
Securities America, INC.Broker
Clearview Asset Management
Silver Oak Securities, IncorporatedBroker
Regis Securities CorporationBroker
Fsc Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations11 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.