Ava Allen is a registered investment advisor at Endeavor Private Wealth, INC., based in Topeka, KS, with 3 years of industry experience. Ava operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 6 more. Their firm serves 383 clients with $350M 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 | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
Townsite Plaza 3, 120 SE 6th Ave, Suite 110, Topeka, KS, 66603
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
Ava works as an assistant at Endeavor Private Wealth, an investment-related business, dedicating full-time hours. She is establishing a fee-only RIA as part of a WA sponsored program.
Employment History
Current Registrations
Endeavor Private Wealth, INC.
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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