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

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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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.

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Employment History
Current Registrations
Momentum Independent Network INC.
July 2023 - Present · 2 yrs 6 mos
Momentum Independent Network INC. Broker
July 2023 - Present · 2 yrs 6 mos
Hilltop Securities INC.
June 2023 - Present · 2 yrs 7 mos
Hilltop Securities INC. Broker
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
June 2022 - March 2023 · 9 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.