| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.55% |
| $20.0M - $40.0M | 0.45% |
| $40M+ | 0.35% |
Investment advisory fee is negotiable at the firm's sole discretion.
9600 North Mopac, Suite 600, Austin, TX, 78759
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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 →James works as an Investment Analyst for both Richard P. Slaughter Associates, Inc. and Strategic Investment Management, dedicating the majority of his time to the former. He performs investment research, analysis, and trading for both registered investment advisors.