Allen Capital Group, LLC

**Allen Capital Group, LLC Summary:** Established in July 2005, Allen Capital Group, LLC (ACG) is a Registered Investment Adviser firm based in Grand Island, NE. ACG specializes in offering Investment Management Programs, Financial Planning Services, Retirement Plan Advisory and Review Programs, Tax Preparation, Trust Services, and Estate Planning Services. ACG acts as a Fiduciary, prioritizing client needs and providing advice in their best interest. The firm manages $1,223,235,037 in assets under discretionary management and $222,099,932 under non-discretionary advisement. Clients can establish an Investment Management Program account with a recommended minimum investment of $50,000. ACG charges Management Fees up to 1.75% and a minimum Financial Planning Fee of $100. The firm uses discretionary trading authority for client accounts and may delegate management to other advisors. ACG's Investment Committee implements long-term investment strategies, primarily using fundamental analysis for stock selection. The firm discloses its brokerage practices with Charles Schwab & Co., providing various services and benefits. ACG's Privacy Policy ensures the protection of client information and restricts its disclosure. Clients are notified annually of the privacy policy and any updates. For further details, visit http://www.allencapgroup.com/ or contact 308-385-1500.