Miai, Inc.
12222 MERIT DR, Dallas, Texas 75251
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
For clients participating in MAP, MIAI has established a maximum annual management fee of 3.00% of the assets under management; unless the client’s account only has mutual funds, the maximum annual fee is 2.25%. Fees are negotiable between MIAI and the client. The management fee will be
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 4 disclosures on record with the SEC.
Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.