| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances.
3515 South 4625 West, West Haven, UT, 84401
Get directionsDavid owns and operates a pecan farm, dedicating a few hours per week. He is also an insurance representative for Trek Financial Group, spending a few hours per week finding insurance products for clients, and a board member for Lake Proctor Water Authority, spending minimal time.