| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor.
1177 West Loop S, Suite 1825, Houston, TX, 77027
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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 →Bretton is the Secretary/Treasurer of the Villas of Hempstead Home Owners Association since 2012. This activity requires a few hours per week and is not investment related.