Allen Capital Group (ACG) offers investment management, financial planning, retirement plan advisory, tax preparation, and trust services. As a registered investment advisor, ACG is legally required to act in your best interest. ACG uses information from clients to determine suitable investment strategies. Financial planning services include reviews, scenario comparisons, and needs analyses. ACG also offers estate planning services through Wealth, Inc. and tax services through ACG Tax, LLC.
Fee Structure
Allen Capital Group charges a percentage of your portfolio each year. The specific percentage depends on factors like the size and complexity of your account, up to a maximum of 1.75%. If a referral advisor brought you to Allen Capital Group, they may receive up to 50% of Allen Capital Group's management fee. There is also a $150 annual fee for advice on accounts held outside of Allen Capital Group's direct management, which is negotiable.