| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $400K | 1.75% |
| $400K - $700K | 1.65% |
| $700K - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.20% |
| $10M+ | 0.95% |
All fees are subject to negotiation in individual client circumstances.
Mexia, 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 →Noah is the sole proprietor and owner of Cubicle Cold Water Therapy, an e-commerce business, since July 2023. He spends about 10-20% of his time on this non-investment related activity.