Assets Under Management
$505.0M
Number of Clients
583
Number of Advisors
5
Average Client AUM
$866K
AUM per Advisor
$101.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Allegiance Financial Group Advisory Services LLC provides tailored advisory services including discretionary and non-discretionary investment management, third-party investment adviser selection, and financial planning. Financial planning covers retirement, education, cash flow, debt reduction, estate, insurance, and tax planning. They also offer retirement plan consulting to employer plans.
| Assets Under Management | 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 Adviser’s employees and associates may pay lower fees.
374 Maple Avenue East, Suite 204, Vienna, VA, 22180