| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated.
16100 N. 71st Street, Suite 140, Scottsdale, AZ, 85254
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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 →Louise is the Vice President of Sonic Aerospace, Inc., an aerospace manufacturing company, since 2003. This is a family business that requires minimal time and does not interfere with trading hours.