Akili Kelekele is a registered investment advisor at Allen Capital Management, LLC, based in Lake Oswego, OR. Akili operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 109 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6M+ | 0.55% |
For clients that also have accounts with Allen Trust Company, account values with both institutions will be aggregated for the application of the above fee schedule’s benefit of scale. In certain circumstances, standard fees may be negotiable.
Fee Estimator
Location
5000 Meadows Rd, Ste 300, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allen Capital Management, LLC
State Registrations2 states
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