| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
2201 Double Creek Drive, Suite 5005, Round Rock, TX, 78664
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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 →Humberto provides investment advisory services through Strategic Financial Concepts LLC and NFA Wealth Management, spending about 10-20% of his time on each. He also has a real estate rental business and works for Transmission Golf, dedicating about 10-20% of his time to each.