Allen Wealth Advisors manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Tax preparation is offered as a service to investment management clients.
Assets Under Management$37M
Clients31
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Annual fees are negotiable. Clients with over $1,000,000 in assets under management receive a basic estate plan ($1750 value) and annual 1040 filing ($650 value) included.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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