Rebekah Allison
Rebekah Allison is a CFP-designated registered investment advisor at Allison & Company Financial Counselors, LLC, based in Glendale, WI, with 21 years of industry experience. Rebekah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 21 clients with $51M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for managed services may be negotiated in isolated instances.
Fee Estimator
Location
250 West Coventry Court, Suite 203, Glendale, WI, 53217
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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.
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Rebekah has no other business activities to report.
Employment History
Current Registrations
Allison & Company Financial Counselors, LLC
State Registrations1 state
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