| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2M+ | 0.75% |
Fees are negotiable and can be reduced at The Advocate Group's discretion. The actual fee charged to each client shall be determined prior to establishing the arrangement.
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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 →Emily works as a Client Experience Advisor and Client Manager for The KNW Group, Kestra Advisory Services, and NFP, providing client service, portfolio reviews, and investment advisory services. These roles take nearly all of Emily's time.