| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | Included |
Fees are negotiable for assets over $7,000,001.
201 Ft. Worth Hwy., Weatherford, TX, 76086
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Learn about disclosures →David is a Texas State Life, Accident, Health and HMO Agent since 1996, dedicating minimal time to life insurance products. He is also an investment advisor representative (IAR) through Garrett Wealth Advisory Group, spending nearly full-time on investment advisory services.