| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.85% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
Fees are negotiable under limited circumstances.
3651 North 100 East, Suite 275, Provo, UT, 84604
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Learn about disclosures →David is a member of the board of directors at OC Jones & Sons since 2013, dedicating minimal time. He also serves as the Mayor and Chairman of the City Council for Orem City, UT, since 2023, dedicating about a quarter to half of his time.