| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees are subject to change with 30 days written notice. Actual fees charged can be less than those set out above based upon pre-existing relationships, assets under management and other factors relevant to an engagement.
Houston, TX
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Learn about disclosures →Jonathan is a financial advisor with RIA Advisors, a wealth management company, providing financial advice. He spends nearly full-time hours on this activity, with 125 hours during trading hours and 30 hours outside of trading hours, deriving 80% of his yearly income from it.