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 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
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
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