Allen Kreeke
Allen Kreeke is a registered investment advisor at B.A. Roberts Financial Services, INC., based in Marquette, MI, with 2 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,344 clients with $370M 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 $500K | 1.15% |
| $500K - $1000K | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $10.0M | 0.20% |
| $10M+ | 0.10% |
Fees may be negotiable. Certain clients may be subject to a legacy fee schedule that may differ from the one above.
Fee Estimator
Location
989 West Washington Street, Suite 101, Marquette, MI, 49855
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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.
Learn about disclosures →Employment History
Current Registrations
B.A. Roberts Financial Services, INC.
State Registrations1 state
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