| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Using the previous tier's fee percentage as a starting point for negotiation.
Frisco, 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 →Lance manages rental properties through D Bar 2 Enterprises, LLC and Purcell Ranches, dedicating minimal time to each. He also works as an attorney and serves as a bank director for Citizens Bank.