Robert Morales
Robert Morales is a CFP-designated registered investment advisor at Momentum Independent Network INC., based in Dallas, TX, with 17 years of industry experience. Robert 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
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201
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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
Robert is the president of DRAG Ventures (dba Velofix Dallas Franchise), which is currently operating as a shell company awaiting final shutdown. He spends a few hours per week on this activity.
Employment History
Current Registrations
Momentum Independent Network INC.Broker
Hilltop Securities INC.
Hilltop Securities INC.Broker
Previous Registrations
USAA Investment Management Company
USAA Investment Management CompanyBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
ICMA Retirement CORP
Icma-Rc Services, LLCBroker
Strategic Wealth Management INC
State Registrations2 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
More Advisors
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- John CoyleMomentum Independent Network INC.
- Tia Tomlin, CFPMomentum Independent Network INC.