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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Fees for portfolio management are negotiable and can be tiered or floating flat. Financial planning fees range from $1,000 to $40,000 per plan or $150 to $400 per hour. Investment consulting fees are also negotiable and can be fixed or hourly, with the same rate ranges as financial planning. A monthly subscription fee for advice ranges from $35 to $250. Retirement plan consulting fees have a maximum of 1.50% for asset-based fees.
Areas of Practice
Advisor Information
Office location
4440 Pga Blvd, Suite 600, Palm Beach Gardens, FL, 33410
Get directionsRegulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Alan is an independent insurance agent since 2012, selling life insurance and annuity products, dedicating minimal time to this activity. He is also the president of Topline Printing & Graphics, Inc. and Alang Financial Services LLC, and an instructor for American Financial Education Services, spending minimal time on each.