M Holdings Securities, INC.
Assets Under Management
$4.1B
Number of Clients
3,621
Number of Advisors
327
Average Client AUM
$1.1M
AUM per Advisor
$12.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
M Holdings Securities is an SEC-Registered Investment Adviser providing services through a network of Financial Professionals. They offer Investment Management Services, Retirement Consulting Services, Financial Planning Services, Investment Subadvisor Services, and Solicitor Services. They act as a fiduciary, prioritizing client interests and providing full disclosures.
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.
Areas of Practice
Location
1125 N.W. Couch Street, Suite 900, Portland, OR, 97209