Anthony Allen is a registered investment advisor at Andina Family Offices, based in Providence, UT, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 582 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACM offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.00%, charged quarterly in advance. This fee covers both portfolio management and portfolio monitoring accounts, as well as affiliated funds, but excludes Andina Branded Funds. Cash or short-term investments within your portfolio are charged a lower fee of 0.20% annually. A minimum initial investment of $50,000 is generally required to open a managed account, but this may be waived. The fee does not include custodial fees or mutual fund expenses.
Location
530 W 465 MN Ste 707, Providence, UT, 84332
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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.
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Anthony is involved in several non-investment related activities, including managing real estate holding companies (Allen Generations LLC, Allen Brothers Enterprises LLC, and Crown Estate Holdings LLC), acting as a funeral director/VP/shareholder for Allen-Hall Mortuary, Inc. (nearly full-time), and serving as a board member/shareholder for Jack's Tire and Oil, Inc. (a few hours per week).
Employment History
Current Registrations
Andina Family Offices
Previous Registrations
Core Capital Wealth Management, LLC
Adams Wealth Advisors
State Registrations1 state
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