Allegiance Financial Advisors offers investment management and financial planning services to individuals, high-net-worth clients, corporations, and retirement plans. The firm uses model asset allocation portfolios structured primarily around mutual funds, managing accounts on a non-discretionary basis where client approval is required before executing trades. In addition to portfolio management, Allegiance Financial Advisors provides comprehensive financial planning covering personal records, tax and cash flow, investments, insurance, retirement, death and disability, and estate planning, delivered through written reports. The firm also offers focused consulting services for specific financial concerns. Allegiance Financial Advisors operates with a team of advisors based in Florida and manages millions in client assets.
Fee Structure
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 are negotiable based on client complexity and related accounts. Related accounts may be grouped to meet minimums.