| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
1719 Angel Pkwy Ste 400-215, Allen, TX, 75002
Get directionsFrederick is an owner/partner in Oxford Advisors Corp d/b/a Mowrey Capital Management, a Texas RIA. He is also an agent with Agents Insurance Sales & Service Inc., dedicating a few hours per week to marketing and sales of traditional life insurance, long-term care, and fixed annuities.