| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.0M | 1.90% |
| $2.0M - $5.0M | 1.70% |
| $5M+ | 1.50% |
This fee schedule applies to Elite, Elite Choice, Elite LIS and Elite LAAP platforms. The Elite Trade platform has a different fee schedule.
600 Travis, Suite 5900, Houston, TX, 77002
Get directionsGeorge is a director/officer of Sewell Development Group LLC since 2013 and a board member of Global Financial Services, LLC since 2014. These activities are investment-related and require minimal time.