| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | Included |
Fees are negotiable for assets over $7,000,001.
611 University Ave, Suite 220, Lubbock, TX, 79401
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Learn about disclosures →Keith is a licensed insurance agent in Texas since 1996 and a registered representative with LPL Financial since 2006. He also works as a finance professor at Texas Tech University and provides investment advisory services through Garrett Wealth Advisory Group, dedicating nearly full-time hours to this role.