| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.75% |
Fees negotiable for accounts over $10,000,000. Pension Consulting uses the same fee schedule.
1630 E River Rd, Suite 212, Tucson, AZ, 85718
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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 →Blake works as a Compliance Consultant/RR for Ministry Partners Securities, LLC, dedicating about half of his time. He also works as a consultant for Compliance Works, a securities compliance consulting firm, dedicating about a quarter of his time; Compliance Works consults with firms such as Nova Financial & Insurance Services and 20/20 Management, Inc.