Alan Ray Druckenmiller

Trust Advisory Group Ltd

18 Years of Experience

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Firm Information

Trust Advisory Group Ltd

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

23 advisors

Number of Clients

1,119 clients

Average Client Portfolio

$442K average

Assets Under Management

$494.4M

Fee Structure

Minimum Investment:$5K

Minimum Annual Fee:$200

Fees for asset management services are negotiated between you and your Financial Advisor, with a maximum of 2.00% annually (1.50% for Annuity Allocations). There's a minimum annual fee of $200 ($300 for UMA accounts). The American Funds F2 Direct-at-Fund Platform has a fixed fee of 0.75%. Financial consulting is available at an hourly or fixed rate. Fees are deducted from your account or billed directly.

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Areas of Practice

Retirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management

Advisor Information

Office location

Wilbraham, MA

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2022

Settled

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Other Business ActivitiesSells Insurance

Alan is a registered representative and owner of LifePath Financial Services LLC, offering financial services including fixed and variable life insurance, annuities, and health plans. He spends about a quarter of his time on this business, with a significant portion during market hours.