| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees may be negotiable based upon certain circumstances.
8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX, 78730
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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 →Jason is the Founder and Member of Lake Hills Masterminds, LLC, a professional development organization, and handles finance/accounting and group facilitation. He spends minimal time on this activity.