| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $35.0M | 0.50% |
| $35M+ | 0.50% |
Fees negotiable above $35,000,000.
5200 South Highland Drive, Suite 203, Holladay, UT, 84117
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