| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees negotiable for accounts over $2,500,001.
1040 South Gaylord Street, Suite 12, Denver, CO, 80209
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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 →Rush is a managing partner/consultant for Advisor Evolution Group, a business consulting and marketing firm, dedicating about 10% of his time. Rush is also an independent insurance agent, spending a few hours per week selling insurance products.