JM
JM
John Moore
15 Years of Experience
Garland, TX
2 Disclosures
John Moore is a registered investment advisor at Dallas Money Management LLC, based in Garland, TX, with 15 years of industry experience. John 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 1 clients with $900K in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$901K average
Assets Under Management
$901K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Garland, TX
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
September 2001Criminal
February 1998Final Disposition
Other Business Activities
John is the owner of and a licensed real estate broker with Intown Realtors LLC.
Employment History
Current Registrations
Dallas Money Management LLC
June 2010 - Present · 15 yrs 11 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.