| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Specified rate applies only to assets in that tier. Fees are negotiable.
106 South Seaman, Eastland, TX, 76448
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 →Jon is an insurance agent for Futurity First, dedicating a few hours per week to selling and servicing insurance products. He also owns a livestock and horse business, works as an advisor for Smart Money Group, is an officer for LJ7 Financial Services, LLC, and owns a trucking business.