Assets Under Management
$392.5M
Number of Clients
1,004
Number of Advisors
10
Average Client AUM
$391K
AUM per Advisor
$39.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
AllGen Financial Advisors provides asset management and financial planning services to help clients achieve financial stability and independence. Services include portfolio management, financial planning across three life stages (Foundation, Formation, Freedom), and business/corporate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Management fee can be negotiated within each tier on a client-by-client basis.
100 W. Lucerne Circle, Suite 200, Orlando, FL, 32801