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 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
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.