| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable from 0.75% for amounts over $5,000,000. Clients who have over $10 million in assets under management may negotiate a flat fee for our asset management service. The flat fee will be dependent on the scope and complexity of the engagement. In any case, the total fee will not exceed 0.75% of the assets under management.
12012 South 700 E., Suite 100, Draper, UT, 84020
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Learn about disclosures →Michael is a passive shareholder in Truck Shields/SPG since 2009 and Xvoyant Inc since 2016, and has private equity ownership in Marolina Investors LLC since 2017. He also owns Utah Summer Baseball, LLC, dedicating a few hours per week to coordinating umpires for youth baseball events.