Wrap & Fee Based Accounts
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Many Benefits, One Simple Plan

Imagine a full-service brokerage account that combines flexibility with the best pricing options. At Allegiant Financial, we have access to accounts that offer you competitive new pricing plans for building and protecting your investment portfolio. These pricing plans integrate the trusted guidance and expertise of your Allegiant Financial Advisor with flexible trading parameters and ongoing financial advantages. The result is a comprehensive investment partnership that answers your most fundamental question; "How do I get there from here?"

Benefits

For a quarterly, asset-based fee or an asset-based fee with discounted commissions you are provided with a seamless approach to investing that allows you to:

  • Benefit from the ongoing guidance of your Allegiant Financial Advisor
  • Buy and sell a wide range of securities to enhance your portfolio including: equities, options, fixed income securities, eligible mutual funds and defined portfolios

Why not start benefiting from the advantages of our fee-based account options today? For more information on how to get started, please contact any Allegiant Financial Advisor.

To get started today, please contact us at 1.866.672.1222, or you can email us at info@afglobal.com.
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For more information about Allegiant Financial, Inc. products and services please contact us at 1.866.672.1222, or email us at info@afglobal.com. This web site is for informational purposes only. Always consult your financial advisor, attorney, or accountant before making any financial decisions.

Securities offered through Allegiant Securities, L.L.C., Member FINRA/SIPC. Investment Advisory Services offered through Allegiant Asset Management, L.L.C., a Registered Investment Advisor. Allegiant Securities, L.L.C. and Allegiant Asset Management, L.L.C. are wholly owned subsidiaries of Allegiant Financial, Inc. Investment products provided are not FDIC insured or bank guaranteed and may lose value.

Allegiant Financial, Inc., Allegiant Financial Advisors, L.L.C., and Allegiant Securities, L.L.C. are not affiliated with National City Corporation or The PNC Financial Services Group, Inc.

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