| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
The annual fees are negotiable. Clients will not be charged a total management fee over the 2% industry average.
2007 N. Collins Blvd, Ste 503, Richardson, TX, 75080
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Learn about disclosures →Joseph works as an independent contractor for an advisory firm in Las Vegas, Nevada, providing client service, administrative support, and paraplanning services. This investment-related activity takes a few hours per week.