AllGen Financial Advisors offers personalized asset management and financial planning to help clients achieve financial stability and independence. Their services include portfolio management, financial planning, and business/corporate planning. AllGen aims to help clients make fiscally responsible decisions to achieve their financial goals and build a lasting legacy.
Assets Under Management$390M
Clients1,004
Advisors11
Avg. per Client$390K
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Qualified Plan Management fees are non-negotiable: First $1,000,000: 0.50%, Next $1,000,000: 0.50%, Next $1,500,000: 0.50%, Next $1,500,000: 0.50%, Over $5,000,000: 0.50%. Account values greater than $250,000 are eligible for a free financial plan.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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