Belle Harris

M Holdings Securities, INC.

12 Years of Experience

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Firm Information

M Holdings Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

327 advisors

Number of Clients

3,621 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$4.1B

Fee Structure

This firm offers various investment management services, including wrap fee programs and advisory services. Fees vary based on the program chosen, the amount of assets managed, and the rate negotiated with your Financial Professional. Minimum account sizes vary by program. Clients also pay separately for trade execution and third-party sub-advisors in non-wrap advisory services.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

2699 Howell Street, Suite 1100, Dallas, TX, 75204

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Regulatory History

Clean regulatory record

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.