| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for assets over $5,000,001.
100 N Broadway, Suite 1700, Saint Louis, MO, 63102
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Learn about disclosures →Brent owns a long-term single-family rental property managed by his wife and is also the owner of Tax Alpha Consulting Services LLC, providing tax preparation and consulting services. Both activities require a few hours per week.