Dean Allen is a CFP-designated registered investment advisor at Pine Grove Financial Group, based in Woodbury, MN, with 2 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,388 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pine Grove Financial Group offers ongoing investment management for a fee based on a percentage of your portfolio's value. The annual fee can be up to 1.25%. If a third-party advisor is used to manage part of your portfolio, their fee will be separate and typically no more than 0.35% per year. There is a $250,000 minimum account size.
Location
796 Bielenberg Dr., Suite 103, Woodbury, MN, 55125-1412
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pine Grove Financial Group
State Registrations1 state
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