| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Traditions Wealth Advisors is a fee-only firm. They charge fees based on a percentage of assets under management, retainer, project-based fee, or hourly fees. The minimum initial account size is $500,000. The minimum annual fee is $5,000, either through assets under management or a retainer fee. Project-based fees have a $5,000 minimum. Hourly services are billed at $250 per hour with a $5,000 minimum.
2700 Earl Rudder Frwy S., Suite 2600, College Station, TX, 77845-5037
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