| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Clients are charged a minimum Asset Management fee of $2,500 per quarter ($10,000 annually).
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Learn about disclosures →Alexandra owns a personal travel company since April 2023, dedicating a few hours per week to it. She is also a member of the Mays Business School Dean's Advisory Board at Texas A&M University since June 2024, requiring minimal time commitment.