| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable.
4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411
Get directionsMichael is an agent/owner of CFO Financial LLC since 2003, spending full-time on this activity. He is also an agent with 49% ownership in Money Central Inc. since 2006, dedicating about half of his time. Michael is also an agent/owner of Bosque Financial, Inc. since 2009, which provides accounting, insurance, and mortgage services.