Dana Mcginnis is a registered investment advisor at Mission Advisors, LP, based in Terrell Hills, TX, with 24 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 26 clients with $53M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees for separate accounts are negotiable. The firm charges between 1% and 1.5% annually.
Fee Estimator
Location
101 Aylesbury Hills Street, Terrell Hills, TX, 78209
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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 Activities
Dana serves as a Director on the Board of Directors for Texas Pacific Land Trust, a NYSE-listed land trust, since 2021. This requires minimal time.
Employment History
Current Registrations
Mission Advisors, LP
Previous Registrations
Mission Advisors, LP
Mission Advisors, LP
Mission Advisors, LP
Mission Advisors, LP
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.