Allen Capital Management is a registered investment advisor based in Vancouver, Washington, owned by Allen Trust Company. The firm manages investment portfolios on a discretionary basis using a disciplined, research-driven approach focused on strategic asset allocation and diversification rather than market timing. Advisory services cover portfolio management, retirement preparation, tax minimization, concentrated stock strategies, estate administration guidance, and philanthropic planning. Allen Capital Management operates as a fee-only firm, meaning they are compensated exclusively by client fees and do not sell products or collect commissions or rebates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6M+ | 0.55% |
Subject to a $5,000 minimum annual fee. Fees may be negotiable in certain circumstances. Account values with Allen Trust Company can be aggregated for fee calculations.