| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
860 Airport Freeway, Suite 402, Hurst, TX, 76054
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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 →Aleksey is the Head of Investment Solutions at Leo Capital Corp (Hong Kong) Limited since 2020, dedicating full-time hours. He is also an Investment Adviser Representative at BFT Financial Group, LLC (since 2021) and Leo Wealth, LLC (since 2021).