| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with market value in excess of $7,000,000.
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015
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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 →Ronald is a board member for Nehemiah Project, spending minimal time on it. He also works as an executive consultant for RK Management, LLC, dedicating about 10% of his time to this activity.