Misti White is a registered investment advisor at Interlinc Financial Advisors, INC., based in Plano, TX, with 1 years of industry experience. Misti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Interlinc Financial Advisors does not directly manage investments. Instead, they refer clients to third-party managers like Brookstone Capital Management (BCM). BCM charges a fee based on the amount of assets they manage. Interlinc Financial Advisors receives a portion of this fee for the referral. The fees for Brookstone and Interlinc Financial Advisors are not negotiable.
Brookstone Capital Management (BCM) offers different fee schedules:
Fee Schedule I
- Up to $500,000: 1.50% per year
- $500,000 - $999,999: 1.35% per year
- $1,000,000 and over: 1.15% per year
Fee Schedule II
- Up to $500,000: 1.95% per year
- $500,000 - $999,999: 1.75% per year
- $1,000,000 and over: 1.50% per year
Fee Schedule III
- All Assets: 1.00% per year
Additionally, all accounts will be charged a monthly $8 technology fee.
Location
5068 W Plano Pkwy, 385, Plano, TX, 75093
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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
Interlinc Financial Advisors, INC.
Previous Registrations
Murphy & Sylvest
State Registrations1 state
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