| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
901 NE Loop 410, Suite 100, San Antonio, TX, 78209
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Learn about disclosures →Brian works in the Wealth Management Division of Capitol Credit Union and provides investment advisory services through Strategic Financial Concepts LLC and PrimeWay Investment Resources, spending about 10-20% of his time on each. Brian also sells non-variable insurance, including fixed, life, health, and disability insurance, dedicating about 10-20% of his time to this activity.