| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Lower rates on higher tiers when a tiered fee schedule is utilized, except in extenuating circumstances.
250 W. Nottingham, Suite 300, San Antonio, TX, 78209
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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 →Edward is an investment committee member for Causeway Trust Company, secretary for Hart Interests, LP, and managing member of EMMEGEN, LLC, all involving family investment entities. He also serves on the management committee for Causeway Advisory Group, providing guidance to their family office; each of these activities requires minimal time.