| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable.
4639 Corona Dr, Ste 9, Corpus Christi, TX, 78411
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Learn about disclosures →Michael works as a tax advisor for Stonewater Tax Group, providing tax preparation and planning services. This activity takes about 10-20% of his time.