| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may vary based on account size, complexity, or other reasons agreed upon.
4200 S. Hulen St., Suite 422, Fort Worth, TX, 76109
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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 →Helen is the 100% owner of Helen Stephens Group, a registered investment advisor and tax planning firm, and spends nearly full-time on it. She also operates Aspen Wealth Management as a DBA for her securities and investment advisory business, also spending nearly full-time on it, and has ownership stakes in Barbre Group Investments LLC (commercial real estate) and KTF Properties, LLC (real estate), dedicating minimal time to the latter.