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About this Advisor
William Robinson is a certified financial planner who works out of Dallas, Texas, who has been in the industry for 31 years. Robinson is an employee of Miai, Inc. They have been an employee of Miai, Inc for their total career. Robinson holds a Series 63 license, certifying them as a securities broker, and can work in Texas. Miai, Inc is an advisory company that has its headquarters in Dallas, Texas. The company has offices in three locations and a total of 12 advisors. It manages $272 million in assets among its 628 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 628 accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on which services are offered. However, fees billed by Miai, Inc can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Miai, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
William Robinson Work History
William has 31 years of experience.
Investment Planning Associates, Inc
William Robinson has no disclosures.
Please visit their SEC profile for more details.