| 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.
San Antonio, TX
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Learn about disclosures →Jared is an owner/operator for a Christmas light installation business and a contractor for a retail fireworks store. These activities are not investment-related.