Oakley Allen
Oakley Allen is a registered investment advisor at Elevated Capital Advisors, LLC, based in Prairie, KS, with 11 years of industry experience. Oakley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,031 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ECA offers investment management through various programs. The fees depend on the financial advisor and program chosen, but will not exceed 2.25% of the assets managed.
Managed Model Portfolios:
- ECA Administration Fee: 0.25% - 0.75%
- Financial Advisor Fee: 0.00% - 1.25%
Advisor Directed Managed Accounts:
- ECA Administration Fee: 0.25%
- Financial Advisor Fee: 0.00% - 1.75%
Fees are negotiable based on factors like the advisor, client type, complexity, account composition, potential deposits, client relationship, and total assets managed. Fees are withdrawn from the client's account quarterly, in advance, based on the fair market value of the account.
Location
5200 West 94th Terrace, Suite 208, Prairie, KS, 66207
Get directionsHistory
Regulatory History (2)
Criminal
September 1988Criminal
January 1988Other Business ActivitiesSells Insurance
Oakley sells life insurance and fixed annuities and is compensated directly by insurance companies. This activity takes about a full-time commitment of his time.
Employment History
Current Registrations
Elevated Capital Advisors, LLC
Previous Registrations
Global Financial Private Capital, LLC
Nylife Securities LLCBroker
State Registrations3 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.