| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $25.0M | 0.65% |
| $25M+ | 0.60% |
Negotiated flat fee starting at 0.60% for portfolios with assets over $25,000,000.
310 N State Street, Suite 208, Lake Oswego, OR, 97034
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Learn about disclosures →Scott is a high school volleyball coach, spending about half their time during the season and minimal time off-season. Scott is also a manager at Uptick Capital Management, LLC, dedicating minimal time to general business administration activities and investment advice to private funds.