| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.3M | 1.50% |
| $1.3M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Some clients may negotiate other fee arrangements, including fixed percentage or floating rate fees.
1601 South Mopac Expressway, Ste. D 150, Austin, TX, 78746
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