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Michael Moynihan

28 Years of Experience
Fort Worth, TX
BrokerSells Insurance

Michael Moynihan is a registered investment advisor at Signal Securities, INC., based in Fort Worth, TX, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,137 clients with $680M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,137 clients
Average Client Portfolio
$597K average
Assets Under Management
$679.1M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K2.00%
$25K - $100K2.00%
$100K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.00%
$1M+0.75%

Primary schedule represents the Asset Allocation Model. Other models have different fee schedules, such as Private Client Asset Management (up to 3.00%) and Discretionary Asset Allocation (1.50% to 1.25%). Fees are generally negotiable except for the Discretionary Asset Allocation Portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

700 Throckmorton Street, Fort Worth, TX, 76102

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael is involved in fixed insurance sales since 2014. This activity requires minimal time.

Employment History
Current Registrations
Signal Securities, INC.
March 2005 - Present · 21 yrs 7 mos
Signal Securities, INC.
January 2005 - Present · 21 yrs 9 mos
Signal Securities, INC.Broker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
First Investors CorporationBroker
February 1998 - November 2004 · 6 yrs 9 mos
State Registrations14 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
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