Allen & Company of Florida Review


Trust Score 85%
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Allen & Company of Florida, federally registered in 2000, is a Registered Investment Advisor (RIA) in 31 state(s) with a licensed staff of 35 advisors. Allen & Company of Florida manages $1 billion and provides investment advisory services for 4,663 clients (1:134 advisor/client ratio).

Allen & Company of Florida requires a $25,000 minimum investment and charges a blended rate between 3.00% and 2.00% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • Firm works with a lesser-known custodian
  • There is only one licensed advisor for every 134 clients (industry average 1:50)
  • Firm has been federally registered for only 18 years

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $25,000
Minimum Annual Fee $0
Average Account AUM $215,058
Hybrid Advisor Yes
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:134
Headquarters 1401 South Florida Ave Lakeland, FL 33803
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $250,000 3.00%
$250,001 to $1,000,000 2.50%
$1,000,001+ 2.00%


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