| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Accounts for members of the same family and/or related accounts may be aggregated and assessed fees on the total balance of all related accounts. Fees may be negotiable.
4130 Rio Bravo Street, El Paso, TX, 79902
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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 →Adrian is a shareholder in the Tax Department at Lauterbach, Borschow and Co., a Certified Public Accounting firm, since 2005. He devotes approximately 2,300 hours per year, or nearly full-time, to supervising and managing tax compliance and consultation work.