| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
Account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of our firm.
1601 South Mo Pac Expressway, Suite 125D, Austin, TX, 78746
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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 →Angela is a passive investor in 13-4 Whiskey D LLC (since 2022) and 13-4 Whiskey LLC (since 2021), both investment companies. She dedicates minimal time to these activities.