| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
8226 Douglas Avenue, Suite 650, Dallas, TX, 75225
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Learn about disclosures →Joshua is a member of J & K Prince Family Investments LLC, which handles personal investments. He dedicates a varied number of hours per month to this activity.