| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable. Digital securities are charged 1% annually.
510 L Street, Ste 550, Anchorage, AK, 99501
Get directionsTy is the Vice President of Lutheran Social Services of Alaska, dedicating minimal time to supporting the board and guiding the investment account. He also co-owns a brewery/restaurant and rental properties, spending minimal time on these activities as well.