| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | Included |
Fees are negotiable for assets over $7,000,001.
201 Ft. Worth Hwy., Weatherford, TX, 76086
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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 →Madison is a licensed insurance agent selling life insurance products in Texas since 2019, dedicating minimal time to this. She also works as an investment advisor representative through Garrett Wealth Advisory Group, spending nearly full-time on this activity.