| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
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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 →Jennifer is the owner of Transmission Corridor Engineering, Inc. (DBA - TCORR), dedicating a few hours per week to this non-investment related activity. She is also a board member of the Children's Bereavement Center of South Texas since 2023.