Litonya Allen is a registered investment advisor at Insight Financial, based in Vancouver, WA, with 9 years of industry experience. Litonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 74 clients with $28M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | Included |
Schedule applies to pension plan clients only. Fees for other clients are 2.00% and may be negotiated.
Fee Estimator
Location
Vancouver, WA
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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
Litonya is an independent insurance producer since 2009, dedicating a few hours per week to this activity. She is also the President and a board member of GOD, spending about 10-20% of her time on research and development administration and organization. Additionally, Litonya is the Owner-Principal of Gold Hummingbird LLC, a tax preparation business, taking about half of her time.
Employment History
Current Registrations
Insight Financial
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.