| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor.
1177 West Loop S, Suite 1825, Houston, TX, 77027
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Learn about disclosures →Richard leases land for agricultural purposes and grows trees for sale. He also owns Saxon Interests, Inc. and Saxon Financial Group, and is an agent for non-variable insurance, dedicating a few hours per week to assisting clients with life insurance needs, and is CEO of an independent RIA, spending about a quarter of his time on it.