Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
The firm's annual portfolio management fees range from 0% to 1.5% of assets under management, depending on portfolio size and complexity. They may also charge a minimum annual retainer fee for meetings, special requests, and general financial advice. Fees are negotiable and will be disclosed in The Agreement. Special fee arrangements are possible and will be reviewed and approved by multiple advising members.
Areas of Practice
Advisor Information
Office location
918 North Main Street, Salado, TX, 76571
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Jacob owns Infuse the Muse, a sole proprietorship, where he creates and sells artwork, dedicating about 10% of his time. He also serves as Chairman of the Board for Salado Montessori Inc., a 501(c)(3) educational institution, spending about 10% of his time.