| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment advisory fees are negotiated on a client-by-client basis, not exceeding 3% annually, and are payable quarterly in advance. The firm uses the fee schedule in Table 1 for certain clients but reserves the right to negotiate different fees depending on the size and complexity of the client portfolio. Clients are also responsible for brokerage commissions and other fees associated with securities transactions.
3401 Armstrong Ave, Dallas, TX, 75205
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Douglas is involved with Laurita Coal Corporation, Flying W5 LLC, Novak Westinghouse Townhome LP (real estate development), and YardSale Texas LLC (personal investment). He spends about 10-20% of his time as a partner in YardSale Texas LLC, investing and funding the business.