| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Using the previous tier's fee percentage as a starting point for negotiation.
15851 Dallas Pkwy, Ste. 600, Addison, TX, 75001
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brentt is a board member for the Southern Gateway Deck Park Board and the Grand Prairie Chamber of Commerce, dedicating minimal time to each. Brentt also owns Shire Wealth Strategies LLC, which takes nearly all of his time.