| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees may be negotiable for accounts with unusual investment management requirements, services offered, and size. If you maintain less than $100,000 of assets under IC’s management, you will pay a higher percentage quarterly fee than the 1.5% (not to exceed 2.5 %)
7335 Highway 6,, Suite 250, Missouri City, TX, 77459
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Learn about disclosures →Eric operates Increase Financial as a DBA for his LPL business, dedicating full-time hours to it. He is also the President of Incease Life Company of America, an insurance agency, spending about a quarter of his time on this.