| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.65% |
All fees are subject to negotiation. Existing clients as of April 10, 2025 may be charged under prior fee schedules. Fees may be less than those stated on the fee schedule depending upon a number of factors.
5177 Richmond Avenue, Suite 700, Houston, TX, 77056
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