| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable based on certain criteria.
11824 Jollyville Rd., Suite 500, Austin, TX, 78759
Get directionsKeith is involved in several business activities, including being a limited partner in KNS Ventures LP, president of Lucid Life Holdings, and owner/president of Austin Divorce Planners. He also sells fixed insurance as a sole proprietor and is a partner at Compass & Crest, a fixed income sales company.