| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
12222 Merit Dr., Ste. 1800, Dallas, TX, 75251
Get directionsKathleen is involved with several non-profit organizations, primarily serving on finance and investment committees. She also works as an agent for Insurance Designers and UNUM, focusing on term insurance renewals.