| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10m for Equity Income Strategy.
8 Third Street North, Great Falls, MT, 59401-3104
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Learn about disclosures →Edward is involved with Broiled Grapefruit, LLC, a non-investment related entity, dedicating minimal time to advising and assisting with problem solving. This activity does not occur during securities trading hours.