| Assets Under Management | Annual Fee |
|---|---|
| Up to $7.5M | 0.65% |
| $7.5M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are calculated on a cumulative basis.
7200 N. Mopac, Suite 315, Austin, TX, 78731
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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 →Jessica is an investment officer at SGH Management Company, LLC, a family office, since 2018. This role involves due diligence and operations, taking nearly full-time hours.
Jessica is a CERTIFIED FINANCIAL PLANNER™ with Austin Asset building relationships with clients to offer sound financial advice and professional investment management.