| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are negotiated for accounts over $10,000,000.
900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746
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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 →Alp is an insurance agent selling fixed insurance products through AFS Financial Group, LLC, dedicating minimal time. He also has ownership stakes in several other entities related to financial services, retirement plans, and software development, spending minimal time on most of them, and about 10% of his time as a partner in AFS 401K Retirement Services, LLC.