| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,001.
8111 Preston Road, Suite 500, Dallas, TX, 75225
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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 →Umberto is a principal at Castleview Partners, providing advisory services, and spends about half his time there. He is also president of Fixed Insurance and UP Capital Management LLC, dedicating about 40% of his time to each, and owns real estate, spending minimal time managing properties and collecting rent.