| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts $10,000,000 and above. The fee schedule will return to the AUM fee table under Investment Management upon conclusion or cancellation of the financial planning service.

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
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Learn about disclosures →Christopher is the owner of Marrone Wealth Management and an investment advisor at Forefront Wealth Partners LLC. He dedicates about a quarter of his time to each role.