Myles Mccormick
Myles Mccormick is a CFP-designated registered investment advisor at Momentum Independent Network INC., based in Natick, MA, with 32 years of industry experience. Myles 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $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
Location
209 West Central Street, Suite #110, Natick, MA, 01760
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Myles is involved with the Fieldstone Lane Homeowners Association, assisting with property management and other board-related decisions since 2011. He dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Previous Registrations
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Charles Schwab & CO., INC.Broker
Lehman Brothers INC.Broker
State Registrations12 states
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
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