How does the advisor help clients – Key Takeaways:
Allen Financial Management is a reputable financial advisory firm, offering a wide range of services to help clients achieve their financial goals. With years of experience in the industry, their team of experts provides personalized guidance and support to individuals and businesses alike.
Facts and Insights:
Here are some key facts and insights to know about Allen Financial Management:
- Assets Under Management: As of the end of 2020, Allen Financial Management had a total of $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 experienced financial advisors, each with their own area of expertise.
- Time in Business: Allen Financial Management has been in business for over 15 years, providing top-notch financial services to their clients.
Financial Services Offered:
Allen Financial Management offers a diverse range of financial services, catering to the unique needs of their clients. Some of the services they offer include:
- Investment Management
- Retirement Planning
- Wealth Management
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
The firm primarily works with high-net-worth individuals, as well as small to medium-sized businesses. They also cater to corporate clients, providing them with comprehensive financial advice and support.
Fees & Compensation:
Allen Financial Management earns a fee for their services, which is based on a percentage of the client’s assets under management. This fee structure ensures that their interests are aligned with their clients, as the firm only profits if their clients’ portfolios grow in value.
The firm also offers an hourly fee option for certain services, providing flexibility for clients with specific financial needs.
Background:
Allen Financial Management was founded in 2005 by Emily Allen, a seasoned financial expert who saw the need for personalized financial advice in the market. With a team of experienced advisors, the firm has built a strong reputation for their expertise, integrity, and client-centric approach.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Allen Financial Management is required by law to disclose any potential conflicts of interest to their clients. These disclosures include any affiliations with other financial companies or potential compensation from investment products. The firm takes transparency seriously and ensures that their clients are aware of any potential conflicts before providing services.