Allstate Financial Advisors, LLC
Assets Under Management
$82.0M
Number of Clients
280
Number of Advisors
316
Average Client AUM
$293K
AUM per Advisor
$260K
Compensation
N/A
About This Firm
Allstate Financial Advisors, LLC (AFA) provides investment advisory services, selecting and monitoring a third-party investment manager (FIWA) offering a wrap fee platform (FMAX). AFA tailors services based on individual customer needs, offering Fund Strategist Portfolios (FSP) and Unified Managed Account Program (UMA). AFA receives compensation from FIWA based on a percentage of managed assets.
Fee Structure
AFA receives compensation from FIWA based on a percentage of your managed assets, up to 1.5%. Your IAR (Investment Advisory Representative) receives a portion of this fee and can negotiate a reduction. The fees are charged quarterly, in advance, based on the market value of your account. The table above shows the fee ranges for different account sizes. These fees cover investment advice and trading costs within the FMAX wrap fee program.
Areas of Practice
Location
151 N 8th Street, Suite 450, Lincoln, NE, 68508