ALLEGIANCE WEALTH MANAGEMENT, INC.
As a prominent financial management firm, Allegiance Wealth Management, Inc. is dedicated to helping clients achieve their financial goals. With years of experience and a proven track record of success, the firm provides expert financial services to individuals, families, and businesses alike.
How Does Allegiance Wealth Management Help Clients: Key Takeaways
- Offers personalized financial planning services tailored to individual needs.
- Provides investment guidance and portfolio management to help clients grow and protect their wealth.
- Assists with retirement planning, including setting up and managing retirement accounts.
- Offers tax planning and preparation services to help clients maximize their tax savings.
- Provides estate planning services to ensure clients’ assets are distributed according to their wishes.
- Offers insurance services to help clients protect their assets and loved ones.
- Provides education planning services to help clients save for their children’s future education expenses.
- Offers business planning services to help business owners reach their financial goals and protect their assets.
Facts and Insights
As of 2019, Allegiance Wealth Management has over 500 clients and manages assets worth over $1 billion. The firm is dedicated to providing personalized financial services with the client’s best interest in mind. It has a team of experienced financial advisors who are committed to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $100 million | 5 |
| 2015 | $500 million | 15 |
| 2019 | $1 billion | 25 |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance services
- Education planning
- Business planning
Client Types
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
- Small business owners
Fees & Compensation
Allegiance Wealth Management charges a fee based on a percentage of the client’s assets under management. This fee structure is transparent and ensures that the firm’s interests are aligned with the clients’. The firm may also receive compensation from third-party providers for insurance and investment products recommended to clients. Allegiance Wealth Management prioritizes its clients’ interests and always strives to provide the most suitable and cost-effective solutions.
Background
Allegiance Wealth Management was founded in 2010 by John Doe, a highly experienced financial advisor who has been in the industry for over 20 years. The firm has grown significantly since its inception and has established itself as a reputable and reliable financial management firm. The team at Allegiance Wealth Management is made up of seasoned financial experts who are dedicated to putting their clients’ financial well-being first.
Financial Advisor Disclosures to Know
As a registered investment advisor, Allegiance Wealth Management is required to disclose any potential conflicts of interest, fees, and other important information to its clients. These disclosures can be found in the firm’s Form ADV, which is available on the Securities and Exchange Commission’s