| 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.
501 W Main Street, Fredericksburg, TX, 78624
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Learn about disclosures →David operates under the DBA Mayfield Stevens for his LPL business, dedicating about a quarter of his time to it. He also works part-time at Lady Bird Johnson Golf Course, spending about 10-20% of his time there.