| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.65% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
1405 Arrow Point Drive, Suite 1004, Cedar Park, TX, 78613
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Learn about disclosures →Jeffrey is an insurance agent with IronOak Partners, LLC since June 2024, dedicating about 10% of his time. He also serves as a musician at Austin Stone Community Church, spending a few hours per week.