Mica Owens-Weary
Mica Owens-Weary is a registered investment advisor at Hilltop Securities Asset Management, LLC, based in Dallas, TX, with 21 years of industry experience. Mica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 54 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.25% |
| $25.0M - $50.0M | 0.20% |
| $50.0M - $100.0M | 0.15% |
| $100.0M - $250.0M | 0.10% |
| $250.0M - $500.0M | 0.06% |
| $500M+ | 0.04% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
717 N. Harwood Street, Suite 3400, Dallas, TX, 75201
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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
Hilltop Securities Asset Management, LLC
Hilltop Securities INC.Broker
Previous Registrations
First Southwest Company, LLCBroker
Pacific American Securities, LLCBroker
Cmg Institutional Trading LLCBroker
Scudder Investor Services, INC.Broker
State Registrations53 states
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