| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee rate may increase or decrease based on portfolio size and complexity, with client's consent.
95 West 100 South, Suite 210, Logan, UT, 84321
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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 →E. is a full-time, tenured assistant professor at the School of Accountancy at Utah State University, teaching courses in taxation, financial planning, retirement planning, and estate planning. E. is also an independent insurance agent for various independent insurance companies and the chair of the board of directors at USU Community Credit Union, dedicating minimal time to the credit union.