Top financial advisors in Grand Island, NE
We’ve curated a list of the best financial advisors in Grand Island, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$815,698,622
Number of advisors
43 advisors
| $815,698,622 | 43 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Grand Island, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Island. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$815,698,622 under management
43 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Grand Island, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Island. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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