| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Client acknowledges an additional fee to be paid to the Investment Platform not to exceed an annual rate of 0.25%. Fees may be negotiable at the sole discretion of the Advisor.
8303 N. Mopac Expy, Ste. A-120, Austin, TX, 78759
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →