| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee.
Regus - Downtown Republic Center, 325 N. Saint Paul Street, Suite 3131, Dallas, TX, 75201
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