| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
860 Airport Freeway, Suite 402, Hurst, TX, 76054
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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 →Ray works as an accounting consultant, dedicating a few hours per week to assisting businesses with accounting questions, job duties, and budgeting. Ray also receives distributions from Pinson Realty, LLC for rental of residential properties, spending minimal time on this activity.