Allegiance Wealth Management helps clients select an appropriate asset allocation based on their goals, risk tolerance, and financial situation. Allegiance then implements the asset allocation, generally using a diversified portfolio. Financial planning services range from simple hourly planning to comprehensive financial planning, which can be reviewed and updated annually.
Assets Under Management$49M
Clients30
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $8.0M | 0.30% |
| $8M+ | 0.30% |
Fees are negotiable for accounts over $8,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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