Michael Allison
Michael Allison is a CFA, CFP-designated registered investment advisor at Investment Research Partners, based in Saratoga Springs, NY, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $360M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Saratoga Springs, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a General Partner and Member of New Lantern Capital, LLC, dedicating about 10-20% of his time to marketing, admin, and general partner duties for fund management. He also works as an Investment Strategist for Cache Financials, Inc., spending a few hours per week assisting with strategies related to the firm's exchange fund business.
Employment History
Current Registrations
Investment Research Partners
Previous Registrations
New Lantern Advisors
State Registrations2 states
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