Allgen Financial Advisors, INC.
Assets Under Management
$392.5M
Number of Clients
1,004
Number of Advisors
10
Average Client AUM
$391K
AUM per Advisor
$39.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AllGen offers personalized asset management using equities, fixed income, mutual funds, and ETFs. They also provide financial planning through three life stages: Foundation, Formation, and Freedom. Business and corporate planning services are also available.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Management fee may be negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Portfolio management fees are based on a percentage of your assets under management, calculated quarterly. For financial planning, they offer tiered pricing based on individual or family needs, with additional costs for more complex situations. Financial planning fees are waived if they manage over $250,000 of your portfolio. Business and corporate planning has an initial engagement fee plus a monthly fee based on annual revenue. General consulting is billed hourly, not to exceed $250/hour.
Areas of Practice
Location
100 W. Lucerne Circle, Suite 200, Orlando, FL, 32801