Patricia Mims
Patricia Mims is a registered investment advisor at Crossmark Global Investments, INC., based in Houston, TX, with 7 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,424 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crossmark's fees for investment management vary depending on the service level, asset class, account size, and complexity. Fees are typically a percentage of the value of the assets managed, ranging from 0.05% to 1.00% annually. The fees are negotiable and calculated quarterly in advance, based on the assets managed at the end of the preceding quarter. For institutional clients with over $1 million, fees range from 0.075% to 0.20% with a $2,500 minimum quarterly fee.
Location
15375 Memorial Drive, Suite 200, Houston, TX, 77079
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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 ActivitiesSells Insurance
Patricia is a co-owner of Chris Mims Integra Insurance, which sells various insurance products, since 1999. She spends minimal time on this, acting as occasional backup for the primary agent in the family-owned agency.
Employment History
Current Registrations
Crossmark Global Investments, INC.
Crossmark Distributors, INC.
Crossmark Distributors, INC.Broker
Previous Registrations
Redbridge Global Markets, LLCBroker
3g FinancialBroker
Athene Securities, LLCBroker
Linden Thomas and Company Securities, LLCBroker
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.