Allen Capital Group, LLC
Assets Under Management
$1.2B
Number of Clients
2,130
Number of Advisors
22
Average Client AUM
$574K
AUM per Advisor
$55.6M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Allen Capital Group, LLC (ACG) is a registered investment adviser offering Investment Management Program, Financial Planning Services, Retirement Plan Advisory and Review Program, Tax Preparation and Trust Services. ACG uses discretionary trading authority and may delegate management to other advisors. Financial planning is tailored to individual needs and may be provided with or without investment management.
Fee Structure
ACG charges fees for investment management based on a percentage of assets under management, up to 1.75%. Referral advisors may receive up to 50% of ACG's management fee. Flat Fee – Outside Account Advice is $150 per outside account annually. Financial planning fees are billed hourly (up to $500/hour), fixed (up to $20,000), or as a percentage of assets under advisement (up to 1.75%), with a minimum fee of $100, which is negotiable. Retirement Plan Advisory fees are a maximum of 1.0% of plan assets, with a minimum fee of $500, also negotiable. Estate planning fees range from $125 to $1,250. Tax preparation fees start at $400 for a simple return.
Areas of Practice
Location
3540 Prairieview Street, Suite 200, Grand Island, NE, 68803