| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar. The advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
211 West Edgewood, Suite 300, Friendswood, TX, 77546
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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 →Daniel is an independent contractor selling fixed, life, health, and property & casualty insurance products since 2016, dedicating a few hours per week. He also performs advisory functions for First Allied and Lifestyle Financial Advisors, spending most of his time with these entities, and is a Registered Investment Advisor for Lifestyle Asset Management Inc., dedicating about half his time.