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 (3)
Customer Dispute
October 2024Customer Dispute
July 2009Customer Dispute
May 2001Other Business Activities
Debra is a board member of the Agricultural Committee for Morrison Estates HOA since 2019, dedicating minimal time. She also works as a CDFA consultant for post-divorce settlements, spending a few days annually on this.