| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
Get directionsMeghan is a franchise owner for GJ Gardner Homes in Helotes since 2021, focusing on representation, marketing, and networking. This activity is not investment-related.