Advisor at Momentum Independent Network Inc.
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Firm
Momentum Independent Network Inc.
Location
Stephenville, TX
Credentials
Series 66
Industry experience
21 years
Cary Strohmeyer is a financial advisor at Momentum Independent Network Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers and Cetera Financial Specialists from 2008 to 2022. Outside of his advisory role, he serves as Vice-President of the Stephenville Optimist Club. Momentum Independent Network serves a broad client base, including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory and brokerage services. The firm utilizes a platform model with third-party managers and provides a range of investment advisory programs, managed accounts, and financial planning solutions.
Based on Momentum Independent Network Inc.
Based on Momentum Independent Network Inc.
Based on Momentum Independent Network Inc.
Fixed fees charged quarterly or annually for financial planning/consulting services; varies based on scope and complexity
$0 - $249,999: 2.25% (Individual Securities), 1.75% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $250,000 - $499,999: 2.00% (Individual Securities), 1.50% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $500,000 - $999,999: 1.75% (Individual Securities), 1.25% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $1,000,000+: 1.50% (Individual Securities), 1.00% (Mutual Fund/ETF/UIT Only Accounts) - Aviator/Co-Pilot/Partner-TPC Program $0 - $249,999: 2.90% - 3.00% (Equity/Balanced SMA Portfolios), 1.55% - 1.65% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $250,000 - $499,999: 2.40% - 2.50% (Equity/Balanced SMA Portfolios), 1.40% - 1.50% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $500,000 - $999,999: 2.15% - 2.25% (Equity/Balanced SMA Portfolios), 1.25% - 1.35% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $1,000,000 - $4,000,000: 1.90% - 2.00% (Equity/Balanced SMA Portfolios), 1.05% - 1.15% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $5,000,000+: 1.75% - 1.85% (Equity/Balanced SMA Portfolios), 0.90% - 1.00% (Fixed Income SMA Portfolios) - Passport Series/Momentum Pathways $0 - $249,999: 3.00% (ETF/Equity/Balanced Portfolios), 1.65% (Fixed Income Portfolios), 1.75% (Mutual Funds) - Gateway FSP Program $250,000 - $499,999: 2.50% (ETF/Equity/Balanced Portfolios), 1.50% (Fixed Income Portfolios), 1.50% (Mutual Funds) - Gateway FSP Program $500,000 - $999,999: 2.00% (ETF/Equity/Balanced Portfolios), 1.35% (Fixed Income Portfolios), 1.25% (Mutual Funds) - Gateway FSP Program $1,000,000+: 1.85% (ETF/Equity/Balanced Portfolios), 1.15% (Fixed Income Portfolios), 1.10% (Mutual Funds) - Gateway FSP Program $0 - $249,999: 3.00% - Compass UMA Program $250,000 - $499,999: 2.50% - Compass UMA Program $500,000 - $999,999: 2.25% - Compass UMA Program $1,000,000 - $4,000,000: 2.00% - Compass UMA Program $4,000,000+: 1.85% - Compass UMA Program $0 - $249,999: 1.75% - Endeavor Program $250,000 - $499,999.99: 1.50% - Endeavor Program $500,000 - $999,999.99: 1.25% - Endeavor Program $1,000,000+: 1.00% - Endeavor Program $0 - $249,999: 2.25% - Navigator UMA Program $250,000 - $499,999: 2.00% - Navigator UMA Program $500,000 - $999,999: 1.75% - Navigator UMA Program $1,000,000+: 1.50% - Navigator UMA Program $0 - $249,999: 3.00% (ETF/Equity/Balanced Portfolios), 1.65% (Fixed Income Portfolios), 1.75% (Mutual Fund Portfolio) - Explorer Program $250,000 - $499,999: 2.50% (ETF/Equity/Balanced Portfolios), 1.50% (Fixed Income Portfolios), 1.50% (Mutual Fund Portfolio) - Explorer Program $500,000 - $999,999: 2.00% (ETF/Equity/Balanced Portfolios), 1.35% (Fixed Income Portfolios), 1.25% (Mutual Fund Portfolio) - Explorer Program $1,000,000+: 1.85% (ETF/Equity/Balanced Portfolios), 1.15% (Fixed Income Portfolios), 1.10% (Mutual Fund Portfolio) - Explorer Program
$250 to $500 per hour for financial planning/consulting services
Account minimum: $25,000
Stephenville, TX
Arizona · New Mexico · Texas
Momentum Independent Network
2022 - Present (4 years)
Cetera Investment Advisers
2008 - 2022 (14 years)
Cetera Financial Specialists
2008 - 2022 (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Other specialized services
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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