C.D. Allen Wealth Management provides investment management based on a percentage of the assets they manage. They also offer financial planning and business consulting for an hourly fee or project-based fees. C.D. Allen Wealth Management works with individuals, pension plans, businesses, charities, and trusts & estates.
Assets Under Management$4M
Clients5
Advisors1
Avg. per Client$800K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges from 0.5% to 2%, depending on the size and complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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