| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees for individually managed/family office/non-philanthropic organization accounts. Actual fees may be negotiated.
112 E. Pecan St., Suite 2800, San Antonio, TX, 78205
Get directionsRussell is a licensed insurance agent since August 2023, selling accident, health, life, and HMO insurance. This takes a few hours per week, including time during trading hours.