Evelyn Burgett
Evelyn Burgett is a CFP-designated registered investment advisor at Momentum Independent Network INC., based in Dallas, TX, with 28 years of industry experience. Evelyn 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
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 →Employment History
Current Registrations
Momentum Independent Network INC.Broker
Momentum Independent Network INC.
Hilltop Securities Asset Management, LLC
Hilltop Securities INC.Broker
Previous Registrations
Avantax Investment Services, INC.Broker
Momentum Independent Network INC.Broker
Hilltop Securities INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
1st Global Capital CORP.Broker
1st Global Capital CORP.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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
- Nicholas Damico, CFPMomentum Independent Network INC.
- Eugene Flusche, CFAMomentum Independent Network INC.
- Patrick Freeland, CFAMomentum Independent Network INC.
- Robert Morales, CFPMomentum Independent Network INC.
- John CoyleMomentum Independent Network INC.
- Tia Tomlin, CFPMomentum Independent Network INC.