| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable for amounts greater than $20,000,000. The fee schedule is different for portfolios managed consisting solely of various fixed income strategies.
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Learn about disclosures →Christian works as an Associate in the Corporate Bank for the Financial Institutions Group at Texas Capital Bank since 2022. This role takes up full-time hours and involves using his Series 7 license in its capacity as a corporate banker.