Allen Financial Advisement offers financial planning covering various topics like net worth, cash flow, investments, insurance, retirement, taxes, college, employee benefits, estate, real estate, and charitable giving. They provide standalone comprehensive financial plans, project-based consulting, and ongoing financial planning. They also offer investment management services, creating customized portfolios based on client objectives and risk tolerance, using model portfolios. Allen Financial also provides retirement plan consulting services to qualified plans and educational seminars.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The management fee is negotiable; you may aggregate accounts to achieve a lower fee. If ongoing financial planning services are used in conjunction with these services, you will be charged a maximum fee of 0.50%.