| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
All fees are negotiable.
4407 Bee Cave Rd., Suite 421, West Lake Hills, TX, 78746
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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 →Justin is a principal at Avondale Wealth Management and owner of Avondale Holdings LLC. He also works as an insurance agent selling fixed life insurance and annuity contracts through PKS Financial Services, and dedicates minimal time to board member roles at the Fellowship of Christian Athletes and Boy Scouts of America, and to passive real estate investments through Peays Jacobs LLC.