| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613
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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 →Lisa is a passive owner in Willow Ridge Terlingua LLC (campsites) and ALY Ventures LLC (real estate investments), dedicating minimal time to each. She also owns a commercial building housing a crossfit gym (about a quarter of her time), is a member of Women in Multifamily Association (minimal time), and is President Elect of Congregation Agudas Achim (a few hours per week).