| 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.
211 West Edgewood, Suite 300, Friendswood, TX, 77546
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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 →James is a licensed insurance agent since 1982, selling and servicing health and life insurance, dedicating a few hours per week to this activity. He also uses the d/b/a of Latiolais Services for tax purposes related to his advisory business and works as an agent for Millennium Brokerage Group writing life insurance.