Kobe Furness is a registered investment advisor at Alliance Wealth Advisors, LLC, based in Centerville, UT, with 2 years of industry experience. Kobe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 694 clients with $440M 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 $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
The annual fee percentage is determined by the assets that will be managed at relationship inception and the annual flat fee percentage will remain unchanged unless a new fee percentage is agreed upon. Fees for TownSquare Capital's services and those assessed by any sub-advisors or third party money managers are included in the management fee.
Fee Estimator
Location
1148 West Legacy Crossing Blvd., Suite 110, Centerville, UT, 84014
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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 Activities
Kobe works as a package handler for United Parcel Service (UPS). This takes approximately 60 hours per month and is not investment-related.
Employment History
Current Registrations
Alliance Wealth Advisors, LLC
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.