M.E. Allison offers investment advice based on your financial situation, investment goals, and risk tolerance. The firm provides financial planning services tailored to individual needs, covering areas like retirement, education funding, and estate planning. M.E. Allison also offers asset management services through National Financial Services (NFS), including separately managed accounts and mutual fund strategies. Additionally, the firm provides 401(k) consulting services to companies.
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