| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable for amounts greater than $20,000,000. The fee schedule is different for portfolios managed consisting solely of various fixed income strategies.
2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201
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 →Casey works as an Operations Manager at Texas Capital Bank, dedicating minimal time. Casey also works as CFO for Tip of the Spear Landmine Removal (a few hours per week), is Owner/Managing Member of CMason Holdings LLC (about a third of their time), and works as a driver for Uber Technologies Inc (a few hours per week).