| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable based upon certain criteria.
4800 Bee Caves Road, Austin, TX, 78746
Get directionsKatherine is a registered representative at B.B. Graham & Company since 2008, spending about half her time there. She also works for Per Stirling Capital Management as an investment advisor representative/recruiter/HR, dedicating about half her time to financial advising, recruiting, HR activities including obtaining health insurance quotes, and marketing.