| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may vary based on account size, complexity, or other reasons agreed upon.
4200 S. Hulen St., Suite 422, Fort Worth, TX, 76109
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Troy has been an insurance agent since 2014, selling life, health, and fixed annuities, dedicating a few hours per week to this activity. Since 2023, Troy is also a volunteer board member for the Coastal Conservation Association, spending minimal time on this role.