Assets Under Management
$54.4M
Number of Clients
47
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$54.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Allegiance Financial Services, Inc. offers investment supervisory services (individual portfolio management) on a non-discretionary basis and financial planning services. They develop client-specific investment policies and manage portfolios accordingly. Clients can select 55ip as a sub-adviser. Financial planning covers personal, tax, investment, insurance, retirement, death/disability, and estate matters.
99 Derby Street, Suite 303, Hingham, MA, 02043