| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
222 Sidney Baker South, #538, Kerrville, TX, 78028
Get directionsDavid is the Vice-Chairman of the Board of Guadalupe National Bank and its holding company, Relationship Financial Corp, dedicating a few hours per week. He also owns Diamond Fork Investments, LLC, is a general partner in Buffalo Forks Ranch LTD, and manager of Texas 4W Land and Cattle.