Charles Rahm is a registered investment advisor at Miai, INC., based in Dallas, TX, with 34 years of industry experience. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 276 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
MIAI offers investment management services through two programs:
- MIAI Advisor Program (MAP): MIAI selects and manages your investments.
- Fidelity Managed Account Xchange℠ Program (FMAX): MIAI refers you to investment managers through Fidelity's platform.
The maximum annual management fee for both programs is 3.00% of the value of your portfolio, unless your account only holds mutual funds, in which case the maximum annual fee is 2.25%. Fees are negotiable.
Location
12222 Merit Dr, Suite 1390, Dallas, TX, 75251
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Miai, INC.
Maplewood Investments, INC.Broker
Previous Registrations
Securitrade CorporationBroker
May Financial CorporationBroker
State Registrations11 states
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