| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Minimum $12,000 annual fee or $3,000 per quarter on portfolios with investable assets valued under $1,000,000. Fees may be negotiable.
215 Rock Prairie Rd., College Station, TX, 77845
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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 →Ryan works as a tournament specialist for Titleist, handing out merchandise at charity golf events. This non-investment related activity takes minimal time.