Momentum Independent Network Inc.

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Total assets under management

$1,337,377,801

Total clients

1,885

36% high-net worth

Total advisors

of 98 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

Average account size

$709,484

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial planning/consulting fixed fees charged quarterly or annually; fees vary depending on scope, complexity, and frequency.

Percentage

$0 - $249,999: 2.25% annually (Individual Securities Accounts) $0 - $249,999: 1.75% annually (Mutual Fund/ETF/UIT Only Accounts) $250,000 - $499,999: 2.00% annually (Individual Securities Accounts) $250,000 - $499,999: 1.50% annually (Mutual Fund/ETF/UIT Only Accounts) $500,000 - $999,999: 1.75% annually (Individual Securities Accounts) $500,000 - $999,999: 1.25% annually (Mutual Fund/ETF/UIT Only Accounts) $1,000,000+: 1.50% annually (Individual Securities Accounts) $1,000,000+: 1.00% annually (Mutual Fund/ETF/UIT Only Accounts)

Commissions

If client executes securities transactions through MIN registered representatives, commissions are earned separately and are not credited to advisory fees.

Project-based

Financial planning hourly fees range from $250 to $500 per hour.

Other

Account minimum: $30,000 or as accepted Fee-only: Financial planning hourly fees range from $250 to $500 per hour; fixed fees charged quarterly or annually, varying by scope and complexity.

Disclosures

Felony convictions

Investment-related misdemeanors

Investment-law violations

View

Authorization suspended

False statement or omission

View

Investment regulation violation

View

Caused license restriction

Regulatory order

View

License denied

View

Current proceeding

View

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Main office location

Momentum Independent Network Inc.

717 N. Harwood Street, Suite 3400

Dallas TX 75201, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 214-859-1800

Advisors at this firm

Michael L

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Robert B

Series 63, Series 65

Coppell, TX

Momentum Independent Network Inc.

Eugene F

CFA®, Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Elton R

Series 63, Series 66

Greenwood, AR

Momentum Independent Network Inc.

Lesley B

Series 63, Series 66

Dallas, TX

Momentum Independent Network Inc.

Allen S

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Michael D

Series 63, Series 65

Winston, NM

Momentum Independent Network Inc.

Keri V

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Shane A

Series 63, Series 65

Henderson, TX

Momentum Independent Network Inc.

Tia T

CFP®, Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Mitchell L

Series 63, Series 66

Johnson City, TX

Momentum Independent Network Inc.

James A

Series 63, Series 65

Edmond, OK

Momentum Independent Network Inc.

Fikry L

CFP®, CFA®, Series 63, Series 65

Oxnard, CA

Momentum Independent Network Inc.

Sady W

Series 66

Fort Worth, TX

Momentum Independent Network Inc.

John M

Series 63

Salinas, CA

Momentum Independent Network Inc.

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