Allen Wealth Management offers financial planning and investment management services to individuals, families, and businesses. The firm provides services through three platforms: Advisor (financial planning), Foundations (investment management), and Legacy (coordinated wealth management). Allen Wealth Management manages investments through the Ambassador program with Raymond James. They tailor advice to individual needs and objectives.
Assets Under Management$660M
Clients1,108
Advisors3
Avg. per Client$600K
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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