| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Investment advisory fees may be negotiable at the sole discretion of the Advisor.
672 Ridge Hill Drive, Suite A1, New Braunfels, TX, 78130
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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 →Shawn is the owner of Odin Creative, Inc., a website marketing services company, where he manages finances and oversees operations. He dedicates minimal time to this activity.