| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable under special circumstances.
3223 S Loop 289, Suite 220, Lubbock, TX, 79423
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Learn about disclosures →John is employed full-time as an Assistant Professor of Personal Financial Planning at Texas Tech University, teaching and conducting research. This position is not investment-related, other than in a teaching capacity.