| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
188 Inverness Drive West, Suite 100, Centennial, CO, 80112
Get directionsJohn is the president and owner of Success Continuing Education since 2002, dedicating full-time hours to it, including 30 hours during trading hours. He also manages personal real estate and provides consulting services, each taking minimal time, and engages in insurance activities through Kaiser Permanente and a wholesale auto dealer as a hobby.