| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees are subject to change with 30 days written notice. Actual fees charged can be less than those set out above based upon pre-existing relationships, assets under management and other factors relevant to an engagement.
11750 Katy Freeway, Suite 840, Houston, TX, 77079
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Learn about disclosures →Thomas is a private contractor at District H CrossFit, coaching and participating in exercises, dedicating about 10-20% of his time. He is also a financial advisor with Clarity Financial DBA RIA Wealth Advisors LLC, spending about a quarter of his time on this activity during trading hours and a few hours per week outside of trading hours.