Michael Tuttle is a registered investment advisor at Allen Capital Group, LLC, based in Ogallala, NE, with 1 years of industry experience. Michael 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 2,274 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allen Capital Group charges a percentage of your portfolio each year. The specific percentage depends on factors like the size and complexity of your account, up to a maximum of 1.75%. If a referral advisor brought you to Allen Capital Group, they may receive up to 50% of Allen Capital Group's management fee. There is also a $150 annual fee for advice on accounts held outside of Allen Capital Group's direct management, which is negotiable.
Location
201 N. Spruce St, Ogallala, NE, 69153
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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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Michael is a member of Chrome River LLC (commercial rentals) and Epic Eats LLC (accounting duties). He is also the sole member of Big League Lawn Care LLC and an accountant for Challenger T/A, dedicating minimal time to each activity.
Employment History
Current Registrations
Allen Capital Group, LLC
State Registrations1 state
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
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