| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
12222 Merit Drive, Suite 1800, Dallas, TX, 75251
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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 →Ellenore is an independent contractor for Carter Financial Management and manages Captra Capital LLC for her family. She also allocates resources for the EKB GST non-exempt trust, helps manage GBK Ranches, serves on the finance/investment committee for the Texas Women's Foundation, and is an officer for the Women's Leadership Alliance, dedicating minimal time to each of these activities.