Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial plans can cost up to $5,000, payable in two installments. Hourly advice is available for up to $500 per hour, negotiable and payable at the end of the meeting. Investment management fees are a percentage of assets managed, not exceeding 2% annually, billed monthly or quarterly. A set-up fee of up to $100 per account, with a maximum of $200 per household, may be charged. Seminar attendance can cost up to $100.
Areas of Practice
Advisor Information
Office location
7600 Castoe Ave, Philadelphia, PA, 19152
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.
Learn about disclosures →Other Business Activities
Allen is involved in numerous business activities, including owning and managing multiple commercial and residential real estate properties, operating a retail package and shipping business, and managing a retail florist. He also serves as president of Lassinger Consulting LLC, which operates as PWR Accounting and Tax, and provides investment advisory services through PWR Planners LLC; Allen spends nearly full-time managing operations, bookkeeping, payroll, and tax preparation for Lassinger Consulting LLC.