Michael Allison is a registered investment advisor at Red Tree Investments, based in Denton, TX, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees range up to 2.0% per annum depending on factors such as the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Location
Denton, TX
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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 Activities
Michael is the owner and instructor at Texas Investment Training LLC, which provides training to Texas municipalities on investment regulations. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Red Tree Investments
Previous Registrations
Mdx Wealth Management
First Financial Equity Corporation
Southwest Securities, INC.
Cambridge Investment Research Advisors, INC.
Sws Financial Services
State Registrations1 state
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.