| 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.
8911 N. Capital of Texas Highway, Bldg 4, Suite4350, Austin, TX, 78759
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Learn about disclosures →James serves as the executor for his father-in-law's trust. This activity is not investment-related.