Brian Allen is a registered investment advisor at Homestead Advisers CORP., based in Bristow, VA, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Homestead Advisers manages investments for clients in separately managed accounts. The fees vary based on the type of assets and the investment strategy used.
- Equity portfolios: 0.32% to 0.70% of the portfolio's market value per year.
- Fixed income portfolios: 0.10% to 0.40% of the portfolio's market value per year.
Fees are negotiable and depend on the client's assets and investment strategy. Clients also pay brokerage fees and other transaction costs. If Homestead Funds are recommended, the client will not be charged an advisory fee for those assets under management invested in Homestead Funds.
Location
Bristow, VA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Homestead Advisers CORP.
Homestead Financial Services CORP.
Homestead Financial Services CORP.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.