Allegiant Wealth Advisors offers customized wealth management services, combining comprehensive financial planning with discretionary or non-discretionary investment management. Allegiant Wealth Advisors works closely with clients to understand their financial goals, risk tolerance, and time horizons, building diversified portfolios using individual stocks, bonds, exchange-traded funds, and low-cost mutual funds. In addition to portfolio management, Allegiant Wealth Advisors provides retirement planning, estate planning coordination, tax planning strategies, education savings guidance, and family office services such as consolidated reporting and cash flow analysis. The firm primarily serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Wealth management fees range from 0.50% to 1.25% annually, based on the average daily or month-end market value of investments under management. Fees are negotiable.