| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable in certain cases.
6550 Directors Parkway, Abilene, TX, 79606-5854
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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 →Bryce is a 50% owner of Halo Salon & Spa, a hair salon, since 2021. He spends about 10-20% of his time managing the property and performing CFO duties.