Allison Allen Kistler
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary based on the IAR, market value of assets, complexity of services, securities utilized, and administration level. The maximum program fee is 2.50%. Minimum new account values start at $10,000. Financial planning and consulting fees are also negotiable and can be hourly, fixed, or a percentage of assets. Cash sweep programs may generate revenue for the firm, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
140 E. 45th Street, 36th Floor, New York, NY, 10017
Get directionsRegulatory 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.
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Allison is an Investment Advisor Representative at Steward Partners Investment Advisory LLC since 2018, dedicating minimal time. She also works part-time as a speaker for the National Institute of Transition Planning (NITP), spending a few hours per week on employee education seminars for retirement planning.