| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable for amounts greater than $20,000,000. The fee schedule is different for portfolios managed consisting solely of various fixed income strategies.
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Learn about disclosures →Bradley is a Private Client Advisor at Texas Capital Bank, dedicating full-time hours to this role. He also serves as President of Exit Planning Exchange and a Board Member of Positive Coaching Alliance, dedicating minimal time to each.