Allegiant Wealth provides investment management and financial planning services. They work with clients to understand their goals, risk tolerance, and financial situation to create a customized investment strategy. Allegiant Wealth constructs portfolios using individual stocks, bonds, exchange-traded funds (ETFs), and mutual funds. They also offer financial planning services covering retirement, estate, and tax planning. Allegiant Wealth may refer clients to other specialists like accountants or attorneys.
Fee Structure
Allegiant Wealth charges a percentage of the value of your investments each year. This fee ranges from 0.50% to 1.25% annually, based on the average daily market value of your investments. The firm may also calculate the fee based on the month-end market value. The specific fee can be negotiated based on the complexity of your situation and the amount of assets managed.