| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.35% |
2801 Via Fortuna, Suite 250, Austin, TX, 78746
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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 →Bennett is an Investment Adviser Representative for Waterloo Capital since 2016 and Intelligent Wealth Solutions since 2019. Both roles are investment-related.