| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable on amounts in excess of $25 million.
1020 NE Loop 410, Suite 802, San Antonio, TX, 78209-1544
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Learn about disclosures →David is a minority owner and managing member of Belvidere Holding Co., LLC, a family-owned investment partnership, and spends a few hours per week on investment decisions. He is also the sole owner/managing member of 1810 Ventures LLC, which owns interests in operating businesses, and dedicates minimal time to this venture.