Linde Murphy is a registered investment advisor at M. E. Allison & CO., INC., based in San Antonio, TX, with 23 years of industry experience. Linde 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 East Basse Road, Second Floor, San Antonio, TX, 78209-1831
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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
Linde is involved in several outside business activities, including divorce consulting, vodka sales consulting, compliance consulting, serving as a FINRA Governor, and working as an Associate Producer for a docuseries. These activities take up varying amounts of Linde's time, ranging from minimal to about 10-20% of their time.
Employment History
Current Registrations
M. E. Allison & CO., INC.
M. E. Allison & CO., INC.Broker
Previous Registrations
Argent Retirement Plan Advisors, LLC
M. E. Allison & CO., INC.
Presidio Financial Services, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Next Financial Group, INC.Broker
Investment Professionals, INC.Broker
USAA Investment Management CompanyBroker
Sandler, O'neill & Partners, L.P.Broker
State Registrations3 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.