Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K

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
Investment Management
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Advisor Information

Office location

Seaside, CA

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2009
Denied
Employment History
Current Registrations
Momentum Independent Network INC.
February 2009 - Present · 16 yrs 11 mos
Momentum Independent Network INC. Broker
February 2009 - Present · 16 yrs 11 mos
Previous Registrations
Southwest Securities, INC.
December 2008 - February 2009 · 2 mos
Southwest Securities, INC. Broker
December 2008 - February 2009 · 2 mos
M. L. Stern & Co, LLC.
November 2004 - December 2008 · 4 yrs 1 mo
M.L. Stern & Co., LLC.Broker
June 1998 - December 2008 · 10 yrs 6 mos
State Registrations18 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Ryan Madonna - Financial Advisor | AdvisorDiscover