| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
The annual fees are negotiable.
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
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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 →Chad is a tax preparer for Forefront Tax Partners and an insurance agent for Forefront Insurance Partners, selling life insurance products; these activities take about 10-20% of his time. He also works as a plan advisor for 401GO, Inc. and as an AI chatbot trainer for Remotasks, dedicating minimal time to each.