Allen Capital Management (ACM) is a fee-only registered investment advisor. ACM offers advice on financial matters like retirement planning, tax minimization, concentrated stock strategies, estate administration, and philanthropic guidance. ACM manages investment portfolios for individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments.
Assets Under Management$200M
Clients109
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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