Tillie Allison
Tillie Allison is a registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, FL, with 1 years of industry experience. Tillie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
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
Tillie provides trading and investment education through Stonegate Way Consulting, spending about 10-20% of her time. She is also an insurance broker through Guardian Life Insurance, transacting in insurance products including annuities, which takes about 10-20% of her time, and is a partner at Cosenza Properties LLC, managing real estate properties and spending minimal time on it. Tillie also offers real estate transactions through 64 Evergreen Investments, spending a few hours per week on this activity.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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