Robert Allan is a CFA, CFP-designated registered investment advisor at Welon Partners, based in Montgomery, AL, with 6 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 44 clients with $45M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Trust account fees are higher: Up to $500,000: 1.75%, $500,001 to $1,000,000: 1.5%, $1,000,001 to $2,000,000: 1.25%, $2,000,001 +: 1%. Fees may be negotiable.
Fee Estimator
Location
105 Tallapoosa Street, Suite 109, Montgomery, AL, 36104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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In 2024, the managing members of Welon Partners founded Welon Consulting, LLC, to advise small businesses. Robert dedicates a few hours per week to this venture.
Employment History
Current Registrations
Welon Partners
State Registrations1 state
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