| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar. The advisory fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
17440 Dallas Parkway, Suite 105, Dallas, TX, 75287
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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 →Gary is an insurance agent selling life, long-term care, and annuity products, dedicating a few hours per week to this activity. He also receives residual income as an independent insurance agent and works a few hours per week as a tutor for securities licensing exams.