Elizabeth Robison is a CFA-designated registered investment advisor at Wallace Capital Management, INC., based in Dallas, TX, with 24 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 479 clients with $1.4B 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 are subject to negotiation.
Fee Estimator
Location
100 Crescent Court, Suite 1190, Dallas, TX, 75201
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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 →Employment History
Current Registrations
Wallace Capital Management, INC.
Previous Registrations
Wallace Capital Management, INC.
Hawkins Capital L.P.
Sarofim Advisors Group INC
Sarofim International Management CO
Sarofim Trust CO
Sarofim Fayez & CO
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.