| 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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