Allen James Financial LLC provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Allen James Financial creates an Investment Policy Statement for each client, outlining their current financial situation. The firm generally limits its investment advice to insurance products including annuities, ETFs, hedge funds, and private placements but may use other securities to diversify a portfolio.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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