Allegiance Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Allegiance Wealth Management is a fee-only registered investment adviser that provides discretionary investment management and financial planning services to individuals, families, trusts, estates, businesses, charitable institutions and individual participants in retirement plans. The firm typically serves a small number of clients and manages client accounts on a discretionary basis.
The firm builds diversified portfolios using no‑load mutual funds and exchange‑traded funds spanning domestic and international equities, fixed income, real estate, commodities and cash, and evaluates securities on factors such as volatility, expense ratios, performance and tax efficiency. It establishes client objectives and risk tolerance through interviews, performs periodic rebalancing and regular account reviews, and relies on third‑party research and an institutional custodial platform to implement and monitor accounts.
Noteworthy for a solo independent adviser, Allegiance manages a concentrated client roster with multi‑million dollar aggregate assets and explicitly lists corporate clients, charitable institutions and retirement‑plan participants among its client types—client segments that are less common among peers. The firm operates without performance‑based fees, does not participate in wrap programs, and maintains an institutional custody arrangement that supports trade execution, reporting and back‑office services.
Client services
Expertise
Fee options
Comprehensive and ongoing financial planning fees are agreed upon prior to engagement.
$0 - $250,000: 1.30% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001 - $8,000,000: 0.30% annually $8,000,001+: Negotiable
$300 per hour for hourly financial planning; first 8 hours annually waived for accounts over $1,000,000.
Account minimum: $500,000 Fee-only: Fee-only advisor; no commissions or sales compensation received.
Main office
Orlando FL
Advisors at this office
1
Most active in
Georgia
Also doing business as
Allegiance Capital Management, LLC · Allegiance Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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