Andrew Allen is a CFP, ChFC-designated registered investment advisor at Instrumental Wealth, LLC, based in Tampa, FL, with 18 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 573 clients with $510M 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 $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at Instrumental Wealth's discretion. 529 college savings accounts are assessed at a separate flat rate of 1.0%. Accounts under $50,000 pay a $40 annual technology fee.
Fee Estimator
Location
1 N Dale Mabry Hwy., Ste #1000, Tampa, FL, 33609
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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.
Learn about disclosures →Other Business Activities
Andrew refers prospective candidates to University Consultants of America, a business that helps students with college admissions. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Instrumental Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations2 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.
Exams
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