| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for amounts over $2,000,000.
19243 FM2252, Ste 300, Garden Ridge, TX, 78266
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brian is the managing partner of Brian Halbert & Associates, LLC, a non-investment related LLC located in Austin, Texas, since 2011. He dedicates minimal time annually to managerial duties.