| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
36 West Beauregard Avenue, Suite 203, San Angelo, TX, 76903
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Learn about disclosures →Edward performs non-investment-related livestock management duties for a family ranching operation, dedicating minimal time to this activity. He is also an approved Co-Trustee for an Irrevocable Trust for planning and fund management.