GB Allen Associates provides personalized investment management services for individuals, trusts, estates, and business entities. Led by George Allen, who has over 30 years of experience, the registered investment advisor builds custom portfolios using fundamental and technical analysis, allocating assets among individual stocks, bonds, money market instruments, and alternative investments. GB Allen Associates tailors each client's investments to their specific objectives and permits clients to place restrictions on their accounts. The firm operates on a percentage-of-assets fee structure and does not have an account minimum. In addition to investment management, the principals own an affiliated accounting firm, GB Allen Castro & Associates, which offers separate tax consulting, preparation, and accounting services to clients for an additional fee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1% annually, prorated and paid quarterly in arrears. Fees may be negotiated based on account size and other factors.