| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $400K | 1.75% |
| $400K - $700K | 1.65% |
| $700K - $1.5M | 1.50% |
| $1.5M - $10.0M | 1.20% |
| $10M+ | 0.95% |
All fees are subject to negotiation in individual client circumstances.
Mexia, TX
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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 →David is the president of E.G. Hall Oil Co., Inc. (oil producer), Exos Aerospace Systems & Technologies, Inc. (lift payloads into outer space), and Petrocorp (precious metals). These activities require minimal time each month.