Allen Financial Partners offers investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plans, and charitable foundations. Allen Financial Partners builds personalized portfolios primarily using stocks, bonds, mutual funds, exchange-traded funds, and occasionally alternative assets. Portfolios are managed on a discretionary basis, meaning Allen Financial Partners makes trades on your behalf based on your goals and risk tolerance. In addition to portfolio management, Allen Financial Partners provides standalone financial planning covering retirement, taxes, estate planning, and insurance, as well as consulting services for outside accounts like employer retirement plans and annuities. Allen Financial Partners does not require a minimum account size to open an advisory relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Maximum annual fee is 1.15%. Fees are negotiable.