| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
The annual fees are negotiable.
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
Get directionsGerald owns Summit Advisors, LLC, providing financial and tax planning, life insurance, and fixed-rate annuity sales, dedicating about 10-20% of his time. He also owns Seminole Tax Pros, LLC, for tax preparation and consulting, spending a few hours per week, and is a registered representative of Calton & Associates.