Michael Allen
Michael Allen is a registered investment advisor at Laurel Financial Group INC, based in Pittsburgh, PA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 195 clients with $100M 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% |
Asset management fees are negotiable. The maximum annual non-wrap management fee is 2.0%.
Fee Estimator
Location
9 Dorchester Drive, Pittsburgh, PA, 15241
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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 ActivitiesSells Insurance
Michael is an IAR of Laurel Financial Group, providing financial planning and asset management. He also sells fixed insurance (since 2016, about 10-20% of his time) and is a co-owner of Laurel Financial Group, Inc. (since 2021, about 10-20% of his time).
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Laurel Financial Group INC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations15 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.