Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
1,004 clients
Average Client Portfolio
$391K average
Assets Under Management
$392.5M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.5M0.80%
$3.5M - $5.0M0.70%
$5M+0.50%

Management fee can be negotiated within each tier on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 W. Lucerne Circle, Suite 200, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Robert owns rental property since 2010. He dedicates minimal time to this activity.

Employment History
Current Registrations
Allgen Financial Advisors, INC.
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Cuso Financial Services, L.P.
January 2015 - June 2017 · 2 yrs 5 mos
Cuso Financial Services, L.P.Broker
January 2015 - June 2017 · 2 yrs 5 mos
LPL Financial LLC
December 2009 - December 2014 · 5 yrs
LPL Financial LLCBroker
December 2009 - December 2014 · 5 yrs
Cuso Financial Services, L.P.
July 2009 - December 2009 · 5 mos
Cuso Financial Services, L.P.Broker
April 2009 - December 2009 · 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.