Jamie Alworden
Jamie Alworden is a registered investment advisor at M Financial Asset Management, INC., based in Dallas, TX, with 11 years of industry experience. Jamie 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 1,021 clients with $1.2B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects Investment Management Services. Model Management Services rates range from 1.22% down to 1.17%. Wrap program fee does not exceed 1.36% for accounts with at least $500,000. Fees are negotiable.
Fee Estimator
Location
2699 Howell Street, Suite 1100, Dallas, TX, 75204
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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 →Employment History
Current Registrations
M Financial Asset Management, INC.
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.Broker
Geneos Wealth Management, INC.Broker
Wfg Investments, INC.Broker
Capital Asset Advisory Services, LLC
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
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