| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be reduced or eliminated for specific holdings or insurance products. An additional fee of up to 0.25% per annum may be charged for Curated Management.
6600 SW 92nd Avenue, Suite 100, Portland, OR, 97223
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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 →Nancy works as an independent insurance agent for various independent insurance companies since 2012. This takes a few hours per week, with minimal time during trading hours.