G. Allen Financial provides wealth management services to clients on a discretionary basis. These services include advice on asset allocation and investment selection. G. Allen Financial also provides financial planning and consulting services consistent with a client’s financial and tax status, risk profile, and return objectives. The firm may also provide general non-securities advice on topics that may include tax and budgetary planning, estate planning, and business planning.
Assets Under Management$100M
Clients40
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.05% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Legacy client portfolios with total assets of less than $500,000 are charged a flat rate of 1.25% AUM. Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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