Tara Allen is a CFP-designated registered investment advisor at Edward Jones, based in Bigfork, MT, with 6 years of industry experience. Tara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
443 Osborn Ave Ste 114, Bigfork, MT, 59911-3671
Get directionsHistory
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 Activities
Tara owns rental properties in Bigfork, MT, and spends minimal time on them. She is also a partner at the Russell Allen Law Firm, spending a few hours per week finishing legal work and transferring responsibilities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations23 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
More Advisors
- Edgerton Scott, CFABergen Park Capital Management, LLC
- Brigand Kline, CFPNewedge Advisors
- Jeffrey Goldman, CFPLife Planning Advisors LLC
- David Meeks, CFPMorgan Stanley