| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
North Richland Hills, TX
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Learn about disclosures →David owns an online t-shirt and clothing company, dedicating minimal time to it. He is also an insurance agent/owner at King Financial Services, focusing on insurance sales, which takes about 10-20% of his time.