| 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.
3006 Bee Caves Rd, Suite 3-201, Austin, TX, 78733
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 →Manuel is a non-variable insurance agent since 2022, focusing on sales and service, and a mortgage broker since 2023, originating mortgage loans. Both activities take a few hours per week.