| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
Dallas, TX
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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 →Agoston is a 50% owner of Kilt Solutions, a dog and pet sitting business, since 2007. He spends about 10-20% of his time on this activity, providing services such as walking dogs, feeding animals, and boarding.