| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613
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Learn about disclosures →Kelly is an insurance agent with Ironoak Partners since 2010, dedicating minimal time to this activity. She also works as a bookkeeper/accountant for Golf Apparel, LLC since 2021, also dedicating minimal time to this activity.