| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
The annual fees are negotiable. Clients will not be charged a total management fee over the 2% industry average.
2007 N. Collins Blvd, Ste 503, Richardson, TX, 75080
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Hannah is the owner of Moore Media Consulting Group, LLC, which provides training to other financial planners. This non-investment related activity takes about full-time hours per week and Hannah receives compensation.
As aboutique wealth management firm, our role is to provide our clients with clarity, simplicity, and confidence in their financial lives.