| 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
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Jack is the Founder/CEO of Fin & Forest, LLC, serving as a fractional CFO, dedicating a few hours per week. He is also the Founder & Member of Lake Hills Masterminds, LLC, a professional development organization, spending a few hours per week on general management and group facilitation.