| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Lower rates on higher tiers when a tiered fee schedule is utilized, except in extenuating circumstances.
250 W. Nottingham, Suite 300, San Antonio, TX, 78209
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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 →Ariel is an equity owner in Cross Pond Ventures Inc., a cargo transportation business, since 2020. Ariel spends minimal time on this activity and is passive in the business.