Allen Investment Management provides continuous supervision of client portfolios through investment supervisory and financial planning services. They work with clients to determine their financial goals and objectives. Allen Investment Management does not offer financial planning as a standalone service. They primarily use individual equities, ETFs, and mutual funds.
Assets Under Management$27M
Clients41
Advisors1
Avg. per Client$660K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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