Allen Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$664,325,517
Total clients
1,099
18% high-net worth
Total advisors
4
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
275
Average account size
$604,482
Client services
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually Over $10,000,000+: 0.50% annually
Commission-based compensation earned by associated persons as registered representatives and insurance agents, separate from advisory fees.
$500 per hour for financial planning services, negotiable depending on scope and complexity.
Account minimum: $25,000 minimum for Ambassador accounts (may be waived); $5,000 minimum for Foundations platform (depending on strategy); $500,000 minimum per household for Legacy platform (may be waived at discretion)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Allen Wealth Management, LLC
980 Highway 105
Boone NC 28607, United States
Number of offices
1
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