Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MIN's fee schedules are negotiable based on factors like account value and services provided. The fees do not cover expenses of underlying ETFs, mutual funds, or ancillary services. Fees are calculated using the market value of the account on the last day of the preceding quarter and are billed in advance on a pro-rated quarterly basis. A portion of the fees received by MIN will be paid to the IAR. For the Partner – TPC Program, clients can choose advance or arrears billing.
Areas of Practice
Advisor Information
Office location
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201
Get directionsRegulatory 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 Activities
Carol is an independent representative for Young Living (essential oils), owner of So Sassy at Heart (monogram & craft business), and a representative for Color Street Nails. She dedicates minimal time to Young Living and Color Street Nails, and about a quarter of her time to So Sassy at Heart.