| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee dependent upon the platform being utilized.
18756 Stone Oak Parkway, Suite 200, San Antonio, TX, 78258
Get directionsRichard is involved with MPW Insurance Solutions, LLC, which is also an insurance company. He spends about half his time on planning and insurance-related activities.