| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
1.00% of AUM for active model portfolios. 0.75% of AUM for passive model portfolios.
11750 Katy Freeway, Suite 840, Houston, TX, 77079
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Learn about disclosures →Connie owns Alora Consulting, LLC, a licensed insurance agency, and acts as a licensed insurance agent, dedicating about 10-20% of her time. She also owns Mack Consulting, LLC, a real estate investment company, and is a partner and financial advisor with RIA Wealth Advisors LLC, a wealth management company, and Managing Member and CCO of RIA Global Research.