John Coyle
John Coyle is a registered investment advisor at Momentum Independent Network INC., based in Dallas, TX, with 32 years of industry experience. John 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
7001 Preston Rd, Suite 300, Lb 32, Dallas, TX, 75205
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Employment History
Current Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
Previous Registrations
Hilltop Securities INC.
Hilltop Securities INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Southwest Securities, INC.
Southwest Securities, INC.Broker
UBS Painewebber INC.
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 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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