| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
Cimarron Professional Park, 142 Cimarron Park Loop, Suite F, Buda, TX, 78610
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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 →Jamie owns multiple rental properties and is the marketing director/chief operating officer for Wealth Strategies, dedicating about 10-20% of their time to the latter. Jamie is also the manager/owner of JKCW Consulting LLC, an insurance sales/consulting business, but only handles bookkeeping and bill pay, dedicating minimal time to it.