| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.5M | 0.01% |
| $2.5M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $25.0M | 0.01% |
| $25M+ | Included |
Fees vary above $25,000,000. Family Office Clients and other Clients with established relationships may be subject to a different fee schedule or rate. Fees are negotiable.
550 Reserve Street, Suite 270, Southlake, TX, 76092
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