| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar. The advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
17950 Preston Road #770, Dallas, TX, 75252
Get directionsBrian is an agent for Everett Financial Group, selling fixed, life, health, and P&C insurance, dedicating about 10-20% of his time. He also works full-time for Everett Financial Group in estate and financial planning, and is an investment advisor representative for Lifestyle Asset Management Inc., spending a significant amount of time on financial planning and asset management.