| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30.0M - $40.0M | 0.30% |
| $40.0M - $50.0M | 0.20% |
| $50M+ | 0.10% |
Advisory fees are negotiable and may not exceed 1.00% annually.
500 West 5th Street, Suite 1205, Austin, TX, 78701
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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 →Thomas is a part owner and founder of Cornerstone Merger and Acquisitions Advisors, assisting private business owners in selling their companies, dedicating about 10-20% of his time. He is also a part owner and member of Southbound Capital, LLC, assisting the LLC group to find investment opportunities, dedicating minimal time.