Fee Information

We are paid only by our clients to perform our duties as fiduciaries. We are compensated based on the value of assets we manage, and are not paid based on the number of transactions your portfolio(s) incur. There are no sales incentives or any third-party compensation. We attempt to minimize all investment related costs whenever it is advisable and possible to do so while maintaining the level of service to which you are accustomed. We are not restricted to a list of products selected by any one specific investment or investment related company, such as a bank, insurance company, mutual fund family or brokerage firm. Our fees are fully disclosed at the onset of a relationship and are made available at anytime thereafter. We only assess fees as long as you choose to have Allen Capital Group as your financial advisor.

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