| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
3401 Armstrong Ave, Dallas, TX, 75205
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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 →Douglas is involved with Laurita Coal Corporation, Flying W5 LLC, Novak Westinghouse Townhome LP (real estate development), and YardSale Texas LLC (personal investment). He spends about 10-20% of his time as a partner in YardSale Texas LLC, investing and funding the business.