Ned Emmons
Ned Emmons is a registered investment advisor at M. E. Allison & CO., INC., based in San Antonio, TX, with 49 years of industry experience. Ned 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
Get directionsHistory
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 ActivitiesSells Insurance
Ned buys and sells AR-15 rifle parts at local gun shows, which is not investment related. He also occasionally sells level term life insurance to existing or prospective clients, dedicating minimal time to this activity.
Employment History
Current Registrations
M. E. Allison & CO., INC.
M. E. Allison & CO., INC.Broker
Previous Registrations
Hilltop Securities INC.
Southwest Securities, INC.
Hilltop Securities INC.Broker
Principal Financial Securities,inc.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
M. E. Allison & CO., INC.Broker
Rotan Mosle INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Westcap Securities, INC.Broker
State Registrations10 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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