Allison & Company Financial Counselors (ACFC) offers investment management and financial planning services. ACFC analyzes client portfolios, recommends investments, and buys/sells securities. They also provide comprehensive financial planning covering assets, investments, insurance, retirement, estate, and taxes. Project advisory services are available for specific financial situations. ACFC primarily recommends Schwab for brokerage and custody services.
Assets Under Management$51M
Clients21
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for managed services may be negotiated in isolated instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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