| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar. The advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
1201 N. Logan St., Suite 100, Texas City, TX, 77590
Get directionsSteven is a partner in Four Fins LLC (real estate) since 2008 and involved with Coward Creek Crossing Homeowners Association (real estate) since 2008. He is also an agent for Lifestyle Financial Advisors, Inc. and an IAR for Lifestyle Asset Management Inc. since 2018. Steven is also a partner and co-manager of 42 Options, LLC, a recreational fishing camp for personal use, dedicating about 10-20% of his time.