Allegiant Financial Advisors is a registered investment advisor based in Miami Beach, Florida, offering personalized investment management, financial planning, and business consulting services. The firm designs customized strategies covering asset allocation, investment selection, retirement planning, college funding, and employee benefits. Allegiant Financial Advisors works primarily with individuals, high-net-worth clients, corporations, trusts, and estates. Services range from continuous, active portfolio management with trading authority to long-term buy-and-hold strategies and project-based financial planning. Clients hold their assets at independent qualified custodians, such as Charles Schwab, ensuring transparency and operational independence.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1M+ | 1.75% |
All fees are subject to negotiation. Accounts may require a minimum advisory fee or quarterly maintenance fee as detailed in the client agreement.