| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Management Fees are negotiable. In addition to the investment management fee clients will be charged a .10% platform fee for the use of the Advyzon trading services and client portal with advanced reporting.
319 Barry Avenue South, Suite 210, Wayzata, MN, 55391
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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 →Benjamin is a Senior Vice President of Investments at Rocket Capital Management LLC since 2019. This activity is investment-related.