George Dullnig
George Dullnig is a registered investment advisor at M. E. Allison & CO., INC., based in San Antonio, TX, with 61 years of industry experience. George 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 (4)
Regulatory
January 1996Regulatory
June 1989Regulatory
April 1988Regulatory
February 1976Employment History
Current Registrations
M. E. Allison & CO., INC.
M. E. Allison & CO., INC.Broker
Previous Registrations
Presidio Financial Services, INC.Broker
George E. Dullnig & CO.Broker
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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