| 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
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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 →Kent is a CPA at Haynie and Company CPAs, dedicating about half of his time to tax preparation. He is also a member or managing member of several LLCs involved in rental properties and asset leasing, but spends minimal time on these activities and receives no compensation.