| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | Included |
Fees are negotiable for assets over $7,000,001.
201 Ft. Worth Hwy., Weatherford, TX, 76086
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Learn about disclosures →Kimberly is a Texas Notary since 2007 and a Texas State Life, Accident, Health and HMO Agent since 2010, selling life insurance products. She is also an Investment Advisor Representative (IAR) with Garrett Wealth Advisory Group, doing business as BentOak Capital, dedicating nearly full-time hours to providing investment advisory services.