Cheri Roman
Cheri Roman is a registered investment advisor at M. E. Allison & CO., INC., based in San Antonio, TX, with 34 years of industry experience. Cheri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 499 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M.E. Allison offers investment management through National Financial Services (NFS) with fees based on a percentage of the assets managed. The fees vary depending on the specific NFS program you participate in and are negotiable. The minimum account size is $50,000, but this may be waived by an advisor.
Fees for M.E. Allison Directed Strategies are also based on a percentage of assets managed:
- $500,000 to $999,999: 1.50% per year
- $1,000,000 to $4,999,999: 1.00% per year
- $5,000,000 or more: 0.85% per year
Location
950 E. Basse Road, 2nd Fl., San Antonio, TX, 78209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cheri is a composer, artist, and booking agent, primarily volunteering for church services and selling original songs online, dedicating about 10-20% of her time. She also owns a life insurance business, starting in May 2024, and spends minimal time providing insurance products to clients.
Employment History
Current Registrations
M. E. Allison & CO., INC.Broker
M. E. Allison & CO., INC.
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Keogler, Morgan & Company, INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.