| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable based upon certain criteria.
4800 Bee Caves Road, Austin, TX, 78746
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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 →Carol is a co-owner of Sheffield Bookkeeping, LLC, performing bookkeeping and administrative tasks for minimal time per month. She is also a co-owner, Vice President, and Secretary of Garner Heating and Air Conditioning, Inc., dedicating minimal time per month.