| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Management fee is negotiable based on account size, services offered and individual client circumstances.
5899 Preston Rd, Ste. 1103, Frisco, TX, 75034
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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 →Nicolas is a principal and insurance & annuity agent at Stonebridge Financial Group, LLC. He dedicates a few hours per week to this investment-related activity, including time during trading hours.