| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum $12,000 annual fee or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Fees may be negotiable.

215 Rock Prairie Rd., College Station, TX, 77845
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Learn about disclosures →Christine earned a Bachelor of Science from Texas A&M University and a Master of Business Administration from the McCombs School of Business at the University of Texas, at Austin. She completed the Personal Financial Planning Program at the University of St. Thomas in Houston and obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2007. She is also a member of the Financial Planning Association.