| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,001.
4001 South 700 East, Suite 554, Salt Lake City, UT, 84107
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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 →Jeanne is an independent insurance agent, though not actively selling insurance. She is also a principal in Fortius Capital Management, LLC, and the owner of Distinctively Deitz, an event and hospitality tea party business.