Independent Financial Services
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Independent Financial Services, operating as Allen J. Romain CFP, provides financial planning and investment management services to individual clients. Services include identifying financial goals, determining time horizons, recognizing investment restraints, and assessing risk tolerance. The firm also offers flexible and comprehensive financial planning services for an hourly fee. Allen J. Romain has been a Certified Financial Planner since 1986.
Assets Under Management$1.2M
Clients32
Advisors1
Avg. per Client$37K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Investment Management Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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