| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
The annual fees are negotiable.
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
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Learn about disclosures →Christopher is the President and Owner of Owens CPA & Associates, an accounting firm, dedicating full-time hours to it. He also co-owns a rental property, a retail pharmacy, and a labor leasing company, spending minimal time on each.