We?re here to help you achieve your financial goals, manage your money and ultimately, better your life.
Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process.
We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing.
We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive.
We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.
At Disciplined Advisors Group ? trust, commitment and caring make up the foundation that provides services to our clients.
|Name of Broker/Dealer:||First Financial Equity Corporation|
|Name of Custodial Firm:||Southwest Securities|
|States Licensed in:||TX, AZ, CO, NM|
|Number of Years with Current Firm:||4|
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations|
|Investment Types:||Mutual Funds , Stocks , Bonds , Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||At my office , At your home , Via email , At your office , Via phone|
Qualifications & Memberships
|Non-Financial Organization Memberships:||American Heart Association|
|Assets Managed by Firm:||$50,000,000.00|
|Assets Managed by Advisor:||$50,000,000.00|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||100,000.00|
|Compensation Methods:||Based on Assets , Commissions|
|Fee % Based on Assets:||.75|
|Minimum Fee Charged for Managed Accounts:||$500|
Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG.
Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs.
Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ.
Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.