| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are negotiated for accounts over $10,000,000.
900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746
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Learn about disclosures →Christopher serves on the advisory board for the Plan Sponsor National Conference and is a board member for three non-profit organizations: Foundation 99, Jared Jamail Memorial Scholarship Fund, and Gladney Center for Adoption. These activities require a few hours per week of Christopher's time.