| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
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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 →Danny is involved in several outside business activities, including being president, secretary, and treasurer of CAER Investments, LLC, co-trustee of the John Wayne Herbert Trust, a board member and treasurer of City of Allen - Allen Park Foundation, and founder, treasurer, and chairman of the board for the Flubert Foundation. These roles involve investment decisions and philanthropic activities, taking minimal time to a few hours per week.