| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | Included |
Fees are negotiable for assets over $7,000,001.
201 Ft. Worth Hwy., Weatherford, TX, 76086
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Learn about disclosures →James is a licensed Texas insurance agent since 2004, selling life insurance products, dedicating minimal time. He is also a registered representative with LPL Financial since 2019, spending about 10% of his time there, and an investment advisor representative (IAR) with Garrett Wealth Advisory Group, dedicating nearly full-time hours.