Allen Lassinger is a registered investment advisor at Trustmont Advisory Group, INC., based in Philadelphia, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
7600 Castor Ave, Philadelphia, PA, 19152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Allen is involved in numerous business activities, including owning and managing multiple commercial and residential real estate properties, operating a retail package and shipping business, and managing a retail florist. He also serves as president of Lassinger Consulting LLC, which operates as PWR Accounting and Tax, and provides investment advisory services through PWR Planners LLC; Allen spends nearly full-time managing operations, bookkeeping, payroll, and tax preparation for Lassinger Consulting LLC.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
State Registrations1 state
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