| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
All fees are negotiable.
4407 Bee Cave Rd., Suite 421, West Lake Hills, TX, 78746
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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 →Steven is an insurance agent selling and servicing general lines insurance since 2016. He is also a managing member of PS128 Properties, a real estate holdings company, and involved with the STP 2021 personal family trust.