| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $400K | 1.75% |
| $400K - $700K | 1.65% |
| $700K - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.20% |
| $10M+ | 0.95% |
All fees are subject to negotiation in individual client circumstances.
7322 Colfax Dr., Rowlett, TX, 75089
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 →