Charles Allison
Charles Allison is a CFP-designated registered investment advisor at M. E. Allison & CO., INC., based in San Antonio, TX, with 23 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Schedule reflects the primary program fees (Mutual Fund Strategy Portfolios, ETF Accounts, Representative as Portfolio Manager Accounts, and Directed Strategies). Other programs have varying schedules, such as Equity SMAs ranging from 1.30% to 0.65% and Multi-Manager Accounts ranging from 1.50% to 1.00%. Fees are negotiable.
Fee Estimator
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
Charles works as a Certified Public Accountant preparing tax returns and is a board member of Sol Schwartz & Associates, P.C. This takes more than full-time hours per month. The corporation is a non-investment related business.
Employment History
Current Registrations
M. E. Allison & CO., INC.Broker
M. E. Allison & CO., INC.
Previous Registrations
Kpmg Investment Advisors
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.
Exams
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