| 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.
5950 Sherry Lane, Suite 470, Dallas, TX, 75225
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Edward is a general partner in FLY Holdings LLC (a men's grooming company) and Corknsligo Holdings LLC (owns a commercial warehouse), spending about 10-20% of his time on FLY Holdings and minimal time on Corknsligo. He is also a limited partner/investor in CANTEEN SPIRITS and TREATY OAKS DISTILLERY, and a member/owner of TEXAS REAL ESTATE FRIENDS, dedicating minimal time to each.