Momentum Independent Network is a full-service registered investment advisor and broker-dealer offering a wide array of investment advisory programs, wrap fee programs, retirement plan consulting, and financial planning services. Through its network of investment adviser representatives, Momentum Independent Network provides personalized investment strategies, discretionary and non-discretionary portfolio management, and access to third-party asset managers, fund strategist portfolios, and separately managed accounts. The firm serves individual clients, corporate accounts, and institutional investors, offering tailored asset allocation across equities, fixed income, mutual funds, exchange-traded funds, and alternative investments. Momentum Independent Network also offers specialized fixed income strategies, tax-aware and impact overlay services, and annuity advisory programs, utilizing web-based platforms such as Envestnet to support portfolio monitoring, rebalancing, and reporting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Rates reflect the maximum annualized fee schedule for individual securities accounts across primary advisory programs. Other programs and asset classes (such as mutual fund only accounts or fixed income portfolios) feature different maximum fee schedules ranging down to 0.90%. Fees are negotiable.