Archie Gray Allen, Jr. provides continuous investment advice and management for clients concerning supervised cash and securities. The firm analyzes the economy, political environment, and market data to determine long-term investment opportunities. Client needs and goals are discussed to determine appropriate investments. All client assets are managed on a discretionary basis.
Assets Under Management$85M
Clients11
AdvisorsN/A
Avg. per Client$7.7M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K+ | 0.75% |
Fees are negotiable. Minimum annual fee of $6,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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