| 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 directionsWilliam is a managing member of Gotses Financial Services, LLC and High Performance Motorsports LLC, a used car dealership and racing company. He also works with several insurance IMOs, spending about 10-20% of his time on insurance products and services.