| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
11903 Frankford Ave. Suite 200, Lubbock, TX, 79424
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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 →Jeremy is the sole member of Barklee Financial Group, LLC, providing tax and accounting services, dedicating about 10-20% of his time. He also owns Knight Animal Wellness, PLLC (veterinary services, currently inactive) and is the managing director of Knight Time Holdings, LLC (vending machine company, minimal time), and is an independent licensed insurance agent selling life and health insurance.