| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.43% |
| $100K - $250K | 1.32% |
| $250K - $500K | 1.21% |
| $500K - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.99% |
| $5.0M - $10.0M | 0.82% |
| $10M+ | 0.55% |
1725 Hughes Landing, Suite 1225, The Woodlands, TX, 77380
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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 →James is the treasurer for the Hopkins Society of Sigma Nu, dedicating a few hours per week. He also owns Bogart TX Properties LLC, 60-215 LLC, and LandXLS LLC, all real estate or equipment leasing companies, spending minimal time on each.