Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KAI charges a maximum annual asset management fee of 2.90%, negotiable based on service complexity and assets managed. Fees are billed quarterly or monthly in advance. Financial planning fees are negotiable, with a maximum hourly rate of $350. Fees for managing held-away assets are paid directly by the client or deducted from another managed account. Clients may incur additional brokerage commissions, transaction fees, and custodial fees.
Areas of Practice
Advisor Information
Office location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsRegulatory History (3)
Customer Dispute
November 2011Customer Dispute
April 2003Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Allen spends most of his time (84%) as a managing member at AMG Legacy Planning, focusing on financial planning, advertising, and marketing. He also dedicates minimal time to fixed insurance sales, managing AMG Capital LLC, working as a notary, and auto leasing through It's A Fine Ride.