GB Allen Associates provides investment management services tailored to each client's individual objectives and goals. They allocate assets among individual securities and consider factors like financial strength, reputation, execution, pricing, research, and service when recommending a broker-dealer/custodian. Clients can request investment restrictions. The firm is owned and managed by George Allen, who is also a Certified Public Accountant.
Assets Under Management$100M
Clients25
Advisors2
Avg. per Client$4M
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the size of the client’s account, additional and/or differing levels of service, or as negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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