| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the Firm’s sole discretion. Schedule applies if assets are held at Charles Schwab & Co., Inc. If not held at Charles Schwab & Co., Inc., the fee is 1.00% across all asset levels.
12900 Preston Road, Suite 700, Dallas, TX, 75230
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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 →Anders is a financial advisor for TK Chen Financial Services and TKC Wealth Management LLC, dedicating approximately 60 hours per month to each. Anders also offers insurance products through TKC Risk Advisors LLC, works as a mortgage loan originator for Loan Smart Mortgage LLC, and owns a rental property management company, TN Group LLC.