| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for amounts over $2,500,000.
9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019
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 →Cecilia works as an insurance agent with active lines of authority in accident & health and life insurance since 2007. This takes nearly all of Cecilia's time, including during securities trading hours.