Advisor at Red Tree Investments
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Firm
Red Tree Investments
Location
Denton, TX
Credentials
Series 63, Series 65, Series 66
Industry experience
21 years
Michael Allison is a financial advisor with Red Tree Investments in Denton, TX, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. Prior to joining Red Tree Investments in 2022, he worked at MDX Wealth Management for six years. He is also the owner and instructor of Texas Investment Training LLC, which provides training to Texas municipalities on the Public Funds Investment Act and related regulations. Red Tree Investments is an independent registered investment adviser serving individuals and institutional clients, including retirement plans, trusts, and local government entities. The firm employs a long-term, value-oriented investment approach focused on U.S. equities, publicly traded REITs, and ETFs, and offers pension consulting and fiduciary services for qualified plans.
Fixed fees up to $100,000 per year for local government entities, charged quarterly in advance, negotiable
Up to 2.0% per annum, payable quarterly in advance, negotiable, based on portfolio value
$250 per hour, may be negotiated in advance
Denton, TX
Texas
Red Tree Investments
2022 - Present (4 years)
Texas Investment Training LLC
2021 - Present (5 years)
MDX Wealth Management
2016 - 2022 (6 years)
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