Charles Brown
Charles Brown is a registered investment advisor at Momentum Independent Network INC., based in Lagrange, TX, with 51 years of industry experience. Charles 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
3920 Windy Hill Ln, Lagrange, TX, 78945
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 1991Customer Dispute
July 1985Employment History
Current Registrations
Momentum Independent Network INC.
Momentum Independent Network INC.Broker
Previous Registrations
Southwest Securities, INC.Broker
Masterson Moreland Sauer Whisman, INC.Broker
Aps Financial CorporationBroker
Prudential-Bache Securities INC.Broker
Thomson Mckinnon Securities INC.Broker
Shearson Loeb Rhoades INC.Broker
Westcap Securities, INC.Broker
Hibbard & O'connor Securities, INC.Broker
Hibbard, O'connor & Weeks, INC.Broker
State Registrations4 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.