| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
7887 Belleview Avenue, Suite 240, Englewood, CO, 80111
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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 →Kyle is the president of Edgerock Wealth Management, LLC, where he focuses on insurance sales and services full-time. He also serves as president of Edgerock Capital, dedicating minimal time to securities sales, and owns Edgerock Marketing, spending minimal time on marketing activities.