Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $25K | 1.90% |
| $25K - $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1000K | 1.05% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Investment Management Fees may be reduced or waived for directors, officers, and employees of Allos at the sole discretion of the Advisor. Investment Management Fees may be negotiated by Allos at its sole discretion.
Fee Estimator
Investment management fees are paid quarterly, in advance, based on the market value of assets under management. Allos+ Financial Planning is available for a subscription fee of $150 per month ($1800 per year). Investment management fees may be reduced or waived for directors, officers, and employees of Allos at the sole discretion of the Advisor. Investment Management Fees may be negotiated by Allos at its sole discretion.
Areas of Practice
Advisor Information
Office location
12980 Foster Street, Suite 160, Overland Park, KS, 66213-2703
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Marcus Clinton ShafferRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Marcus has an active insurance license but is not currently allocating any time to insurance sales. He is not actively selling insurance products.
Employment History
Current Registrations
Allos Investment Advisors, LLC
Searcy Financial Services, INC.
Previous Registrations
Linsco/private Ledger CORP.
State Registrations2 states
Exams
Additional Information
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