| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
270 North Loop 1604 East, Suite 200, San Antonio, TX, 78232
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Learn about disclosures →Monica is a limited partner in SOCER LLC, established by her parents for lottery winnings, with no assigned duties or distributions. She also serves as a board member for the Financial Planning Association and Aid the Silent, and as a consultant/volunteer for the Dean's Advisory Council at the University of the Incarnate Word.