Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management fees for asset management services are negotiated between you and your financial advisor, with a minimum of 0.10% or $200 per year (whichever is greater), or $300 for UMA accounts. The maximum annual management fee is 2.00% of assets, except for annuity allocations which have a maximum of 1.50%. For the American Funds F2 platform, the fee is 0.80% on assets less than $249,999 and 0.55% on assets of $250,000 or more. AFS charges a one-time $10 setup fee and a $10 annual fee for IRAs and Coverdell ESAs.
Areas of Practice
Advisor Information
Office location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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Customer Dispute
August 2008Other Business Activities
Allen is involved in multiple rental property businesses, dedicating minimal time to each. He also serves on the finance committee for his church and is a managing partner at Eagle Creek Wealth Management, spending about a quarter of his time on this.