Allen White is a registered investment advisor at Equity Investment CORP, based in Atlanta, GA, with 13 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,761 clients with $3.5B 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 | 1.00% |
Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.
Fee Estimator
Location
1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309
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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 →Employment History
Current Registrations
Equity Investment CORP
Previous Registrations
Wintrust Investments
Wintrust Investments LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Eagle Fund Distributors, INC.Broker
Raymond James & Associates, INC.Broker
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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