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.
7001 Preston Rd, Suite 300, Lb 32, Dallas, TX, 75205
Get directionsDavid is an independent agent for Asurea, an insurance agency, since 2011, dedicating a few hours per week. He also works a few hours per week as an independent agent for United Health Group, selling short-term medical and healthcare insurance since 2018.