Advisor at Allen Capital Group, LLC
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 Capital Group, LLC
Location
Grand Island, NE 68803
Credentials
Series 65
Industry experience
10 years
Flat Fee - Outside Account Advice: $150 per account (negotiable); Estate Planning Services: Trust-Based Estate Plan $1,250; Will-Based Estate Plan $1,000; Estate Plan Amendments $125; Business Assignments $100; Tax Preparation Services: starting at $400 per return
Up to 1.75% annually for Investment Management Program (varies by factors including account size and complexity)
Insurance commissions from sales of fixed insurance products; may be shared with IARs
Up to $500 per hour for Financial Planning Services
Account minimum: $175,000 Minimum fee: $500 minimum for Retirement Plan Advisory and Review Program; $100 minimum for Financial Planning Services (negotiable) Fee-only: Financial Planning Fees: hourly rate up to $500/hr, fixed fees up to $20,000, or percentage of assets under advisement up to 1.75%
Allen Capital Group
2018 - Present (8 years)
Mariner Wealth Advisors
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Grand Island, NE
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