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Patrick Freeland

Momentum Independent Network INC.
16 Years of Experience
Dallas, TX
1 DisclosureBroker
View SEC Summary
View SEC Summary

Patrick Freeland is a CFA-designated registered investment advisor at Momentum Independent Network INC., based in Dallas, TX, with 16 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Estate Planning, Investment Management, and 2 more. Their firm serves 2,879 clients with $1.6B in assets under management.

Momentum Independent Network INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
131 advisors
Number of Clients
2,879 clients
Average Client Portfolio
$559K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1M+1.50%

Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1988
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Momentum Independent Network INC.
August 2024 - Present · 2 yrs 2 mos
Momentum Independent Network INC.Broker
July 2024 - Present · 2 yrs 3 mos
Hilltop Securities INC.
May 2024 - Present · 2 yrs 5 mos
Hilltop Securities INC.Broker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
September 2023 - January 2024 · 4 mos
Charles Schwab & CO., INC.
August 2023 - January 2024 · 5 mos
TD Ameritrade, INC.
September 2022 - October 2022 · 1 mo
TD Ameritrade, INC.Broker
May 2022 - September 2023 · 1 yr 4 mos
TD Ameritrade Investment Management, LLC
November 2018 - September 2023 · 4 yrs 10 mos
Envestnet | Pmc
March 2015 - April 2018 · 3 yrs 1 mo
Placemark Investments, INC.
May 2012 - December 2014 · 2 yrs 7 mos
Pasadena Fund Services, INC.Broker
January 1993 - July 1994 · 1 yr 6 mos
CUNA Brokerage Services, INC.Broker
June 1991 - June 1992 · 1 yr
Blinder, Robinson & CO., INC.Broker
February 1990 - June 1990 · 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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