| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | Included |
Fees are negotiable for assets over $7,000,001.
201 Ft. Worth Hwy., Weatherford, TX, 76086
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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 →Laura works as a notary, spending minimal time on this activity. She also dedicates full-time hours to BentOak Capital, a DBA for her LPL business.