| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.30% |
| $9.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
1330 Summit Avenue, Fort Worth, TX, 76102
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