Robert Dullnig is a registered investment advisor at M. E. Allison & CO., INC., based in San Antonio, TX, with 56 years of industry experience. Robert 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
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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
Robert is a board member of First State Bank of Uvalde. This activity is not investment-related.
Employment 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 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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