| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are calculated on a graduated basis.
1949 Sugarland Drive, #220, Sheridan, WY, 82801
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Learn about disclosures →Robby is an independent insurance agent selling life, health/disability, and long-term care insurance with multiple companies. He also owns Harfst Ranch, a purebred cattle business.