| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,001.
1012 E. Park Blvd., Suite 975, Plano, TX, 75074
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Learn about disclosures →David operates under the DBA Cain Financial Solutions, LLC since 2014 and is an independent insurance agent appointed with various insurance companies. He may receive commission compensation from the sale of insurance products and services.