| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 3.00% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.0M | 1.90% |
| $2.0M - $5.0M | 1.70% |
| $5M+ | 1.50% |
This fee schedule applies to Elite, Elite Choice, Elite LIS and Elite LAAP platforms. The Elite Trade platform has a different fee schedule.
600 Travis, Suite 5900, Houston, TX, 77002
Get directionsDonald is involved in several outside business activities, including being a general partner of Ryan Sanders Baseball LP, a board member for Houston Texans Bowl Backers and Houston Police Officers Pension System, owner of an art collection, managing member of SMH Investments I, LLC and SMW Investments LLC, and owner of Don Sanders Chocolates. These activities take up a varying amount of Donald's time, from minimal to about 10-20% of his time.