M. E. Allison & CO., INC.
Assets Under Management
$366.4M
Number of Clients
499
Number of Advisors
12
Avg. Portfolio per Client
$734K
Avg. Managed per Advisor
$30.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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
Areas of Practice
Location
950 E. Basse Road, 2nd Fl., San Antonio, TX, 78209