J Allen Capital Advisors offers personalized investment management, financial planning, and consulting services to individuals, families, and businesses. For investment management, J Allen Capital Advisors creates a portfolio based on your financial situation and investment goals. Financial planning covers areas like tax, cash flow, retirement, and estate planning. Consulting services provide advice on specific investment-related topics.
Assets Under Management$6.4M
Clients1
Advisors1
Avg. per Client$6.4M
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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