Allegiance Financial Group Advisory Services offers customized investment management, holistic financial planning, and retirement plan consulting for individuals, families, and business owners. The firm builds portfolios using strategic asset allocation based on Modern Portfolio Theory, operating on both a discretionary basis where professionals make trades on your behalf and a non-discretionary basis where you approve recommendations. Allegiance Financial Group Advisory Services also provides one-time financial plans and ongoing planning support covering retirement, cash flow, debt reduction, tax strategies, estate planning, and insurance analysis. Clients' assets are held at independent third-party qualified custodians such as Charles Schwab, Fidelity, and Pershing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Total fees based on assets under management are determined by a blended calculation rather than breakpoints.