| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Investment management fees are negotiable.
310 West Main Avenue, Round Rock, TX, 78664
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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 →Derek uses Advanced Wealth Strategies as a DBA for Levee Unlimited, Inc and STA Capital Management LLC.