| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
901 NE Loop 410, Suite 100, San Antonio, TX, 78209
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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 →Coby operates his LPL business through National Financial Alliance. Coby also provides investment advisory services through Strategic Financial Concepts, LLC, dedicating a full-time commitment to each activity.