| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.30% |
Wealth Builder Challenge Program has a minimum monthly fee of $417, not to exceed $1,042 per month. Minimum fee waived for children of current Wealth Management Consulting clients.
515 South Carroll Blvd, Denton, TX, 76201
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