Fees are negotiable and can be based on a percentage of assets under management or a fixed fee. Additional transaction and custodial related fees are listed on their website. They may also receive 12b-1 fees from mutual funds, but generally credit these back to client accounts. They also have a bank deposit sweep program where they earn more interest than clients.
407 E Methvin St #300, Longview, TX, 75601
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Learn about disclosures →Ana owns J Santana Service, LLC, a home repair handyman business, with her spouse since 2021. This activity is not investment-related and requires minimal time.