Momentum Independent Network INC.
Assets Under Management
$1.3B
Number of Clients
1,916
Number of Advisors
135
Average Client AUM
$698K
AUM per Advisor
$9.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Momentum Independent Network Inc. (MIN) provides brokerage and investment advisory services. MIN offers various managed account programs designed to help clients meet their investment objectives. Services include portfolio management, execution, and custodial services. MIN is a wholly-owned subsidiary of Hilltop Securities Holdings LLC.
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
Location
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201