| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are negotiable, but not to exceed 2.50% annually.
Point Venture, TX
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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 →Brian is an independent licensed insurance agent since 2007, selling life, accident, health, and HMO insurance in Texas. He is also a director at DC1 LLC, a data analytics software company for football coaches, dedicating about 10-20% of his time to this non-investment related activity.