| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees above $5,000,001 are negotiated, using the previous tier's rate as a starting point.
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
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Learn about disclosures →Dallas operates under the DBA Plan Group Financial, Inc. for investment-related activities. He also owns BW Group, LLC, providing financial services for about half his time, and Progressive Home Solutions, LLC, managing rental properties for minimal time.