| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable and can be adjusted based on the complexity of each client’s individual situation. Assets are aggregated by family.
4400 Post Oak Parkway, Suite 2510, Houston, TX, 77027
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Learn about disclosures →Robert is the sole owner of Groaning Bear, LLC, a home-based rental real estate business, since 2020. He spends minimal time on this activity.