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Private Wealth Management in Austin, TX

Resonance Financial

(512) 456-7554

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What is your fee schedule?

Posted on: 09.05.14

For asset management, annualized fees are a percentage of assets under management using the following schedule:

1.0% of the amount under $1,000,000

0.8% of the amount from $1,000,001 to $3,000,000

0.6% of the amount from $3,000,001 to $5,000,000

0.45% of the amount over $5,000,000

Account minimum is $500,000.  Fees are billed quarterly in advance and may be negotiable depending on circumstance.

Financial planning without asset management is $250 per hour with an 8 hour minimum.

As advocates for digital currency, we accept Bitcoin and Ethereum.

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16201 Dodd St., Volente, TX 78641

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