| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $5.0M | 1.73% |
| $5M+ | 1.23% |
Fees for asset management services shall not exceed 2.30% and will be based on a fee schedule similar to the fee schedule listed above. The actual fee charged to each client is negotiable.
22136 Westheimer Parkway, PMB 739, Katy, TX, 77450
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Learn about disclosures →Chris is a licensed health insurance agent appointed with various insurance companies through RIA Wealth Advisor LLC since 2015. Although he sold his primary Farmers Insurance agency, he still holds some residual policies, with his wife assisting, projecting about $85,000 per year in commissions.