| Assets Under Management | Annual Fee |
|---|---|
| Up to $125K | 1.00% |
| $125K - $375K | 0.90% |
| $375K - $875K | 0.80% |
| $875K - $1.9M | 0.70% |
| $1.9M - $3.9M | 0.60% |
| $3.9M - $7.9M | 0.50% |
| $7.9M+ | 0.50% |
Fees may be negotiable.
Round Rock, 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 →Jack is a sole proprietor engaged in fixed rate annuity sales and service since July 2023. He dedicates a few hours per week assisting clients of Boyd Financial Strategies, Inc. with fixed rate annuity products.