| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable on amounts in excess of $25 million.
1020 NE Loop 410, Suite 802, San Antonio, TX, 78209-1544
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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 →Christopher is the Vice President of SBW Management, Inc. and Fredericksburg Development, Inc., spending about 10-20% of his time on each. He is also the managing member of LCJ, Group LLC, a real estate venture, dedicating minimal time to it.