| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.50% |
| $30M+ | 0.35% |
8350 N. Central Expressway, Suite 1800, Dallas, TX, 75206
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Learn about disclosures →Barbara is self-employed as a bookkeeper since 1987. This takes a few hours per week.