| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable.
918 North Main Street, Salado, TX, 76571
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Jacob owns Infuse the Muse, a sole proprietorship, where he creates and sells artwork, dedicating about 10% of his time. He also serves as Chairman of the Board for Salado Montessori Inc., a 501(c)(3) educational institution, spending about 10% of his time.