Advisor at Allen Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allen Investment Management
Location
Leesburg, VA
Credentials
Series 65
Industry experience
22 years
Robert Allen is a Series 65-licensed financial advisor with 22 years of industry experience. He has been the principal at Allen Investment Management since 2014. Allen Investment Management serves individual investors, foundations, charitable organizations, businesses, and pension/profit-sharing plans by providing discretionary investment supervisory services combined with integrated financial planning. The firm emphasizes a value-oriented, long-term investment approach supplemented by active sector rotation or limited short-term trades and manages roughly $27.1 million in discretionary client assets across approximately 41 client relationships.
Based on Allen Investment Management
$0 - $100,000: 2.00% $100,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% Above $5,000,000+: Negotiable
Leesburg, VA
Maryland · Virginia
Allen Investment Management, Inc.
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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As a member of the financial independence community, I understand the value of quality fee only advice catering to the complex and "nontraditional" route we are taking to life. I have built a "lifestyle" practice, where I can serve clients, maintain my balanced lifestyle with two girls, pursue my hobbies and travel. I primarily work with clients on an ongoing retainer basis, charged with a monthly billing arrangement. For legacy (separated) clients or family of clients, I offer hourly based planning. I also prepare tax returns and manage assets, both of which I charge a separate fee for. After graduating from University of Maryland, College Park, I worked in public accounting doing tax preparation and consulting for high net worth individuals, estates and trusts. I changed careers into financial planning in 2013, working mainly with clients pursuing a traditional retirement path, including attorneys, physicians, executives and families with wealth. After working for a large planning firm in the DC area, I launched my firm in 2018. I am a CFP® and CPA. Given my background, I specialize in tax planning, retirement planning and frugality!
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