Allegiance Financial Group
Assets Under Management
$505.0M
Number of Clients
583
Number of Advisors
5
Average Client AUM
$866K
AUM per Advisor
$101.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Allegiance Financial Group Advisory Services LLC provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. Financial planning covers retirement, education, cash flow, debt reduction, estate planning, insurance, tax planning, and business planning. They may use third-party investment advisers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Legacy clients and friends and family of Adviser’s employees and associates may pay lower fees.
Fee Estimator
Investment management and retirement plan consulting fees are based on assets under management, as shown in the table. Financial planning fees are fixed or hourly, ranging from $1,000 to $100,000 per year or $300-$600 per hour for senior advisors and $100-$200 for staff. Fees are negotiable, and legacy clients or friends/family may pay lower fees. Clients also pay brokerage and other transaction costs.
Areas of Practice
Location
374 Maple Avenue East, Suite 204, Vienna, VA, 22180