| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may vary based on account size, complexity, or other reasons agreed upon.
4200 S. Hulen St., Suite 422, Fort Worth, TX, 76109
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 →Nathan is on the board of trustees as Treasurer at Virginia Tech Alumni Association and on the board of trustees for The Women's Center of Tarrant County, spending minimal time on each. He also has a 15% ownership stake and is a managing member of Aspen Wealth Management, LLC, dedicating a few hours per week.