Allegiance Financial Services, INC.
Assets Under Management
$54.4M
Number of Clients
47
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$54.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Allegiance Financial Services offers investment supervisory services (ISS) and individual portfolio management on a non-discretionary basis. They develop client-specific investment policies based on financial situations, objectives, and risk tolerance. They also provide financial planning services, creating detailed plans to help clients achieve their financial goals, covering areas like personal finance, tax, investments, insurance, retirement, death & disability, and estate planning. Clients can select 55I, LLC as a sub-adviser.
Fee Structure
Investment supervisory service fees range from 0.25% to 1.00% annually, based on the account's nature and value. Fees are billed quarterly in advance. A minimum of $500,000 in assets is generally required, but this may be negotiable. Financial planning fees are charged hourly at $350 per hour, with an estimated total provided upfront. A fixed account fee of $125 is charged per account, but is waived for new participants of qualified retirement plans for the first year.
Areas of Practice
Location
99 Derby Street, Suite 303, Hingham, MA, 02043