Philip Mcbride is a CFP-designated registered investment advisor at Allen Capital Group, LLC, based in Grand Island, NE, with 18 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,130 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allen Capital Group charges a percentage of your portfolio each year. The specific percentage depends on factors like the size and complexity of your account, up to a maximum of 1.75%. If a referral advisor brought you to Allen Capital Group, they may receive up to 50% of Allen Capital Group's management fee. There is also a $150 annual fee for advice on accounts held outside of Allen Capital Group's direct management, which is negotiable.
Location
3540 Prairieview Street, Suite 200, Grand Island, NE, 68803
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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.
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Philip is affiliated with Carson Wealth Management Group as a Registered Investment Advisor, providing investment advice and asset management for a fee. This activity takes about half of Philip's time.
Employment History
Current Registrations
Allen Capital Group, LLC
Previous Registrations
Cwm, LLC
LPL Financial LLC
Securian Financial Services, INC.
State Registrations2 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.