Allegiance Financial Group Advisory Services offers investment management services on a discretionary or non-discretionary basis, financial planning, and retirement plan consulting. Investment management is tailored to each client's financial situation and goals. Financial planning can be a one-time plan or ongoing recommendations. The firm may use third-party investment advisors. As of December 2024, Allegiance Financial Group Advisory Services managed approximately $447 million on a discretionary basis and $57 million on a non-discretionary basis.
Assets Under Management$510M
Clients583
Advisors5
Avg. per Client$870K
Avg. per Advisor$100M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fees are negotiable. Legacy clients and friends and family of employees may pay lower fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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