Allison Flume is a registered investment advisor at Angeles Family Office, based in Dallas, TX, with 7 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 23 clients with $180M 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% |
Annual management fee ranges between 0.25% and 1.00% and is individually negotiated depending on portfolio size, composition, and services rendered.
Fee Estimator
Location
2626 Cole Avenue, Suite 300, Dallas, TX, 75204
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
February 2008Employment History
Current Registrations
Angeles Family Office
Previous Registrations
Crow Holdings Capital
State Registrations2 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.
Exams
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