| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable based on complexity, specific situations and outside circumstances.
5847 San Felipe, Suite 1500, Houston, TX, 77057
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Learn about disclosures →Jeff spends his free time outdoors with his wife, Jill, who is a Registered Nurse. Often he can be found playing guitar or working on his foreign language skills. At Western Michigan University he studied German for 4 years. With Houston’s diversity of culture and arts, he enjoys all Houston has to offer.