Allegiance Financial Advisors provides investment management using model portfolios and financial planning services. The model portfolios are structured around mutual funds, but can accommodate stock holdings. Financial planning covers personal finances, taxes, investments, insurance, retirement, death & disability, and estate planning. Consulting services are also available for specific financial topics.
Assets Under Management$180M
Clients338
Advisors7
Avg. per Client$540K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.25% |
| $1.3M+ | 1.00% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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