| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be discounted but will never be higher. A minimum annual fee of $50 applies, but in no case would the fee exceed 2% per year.
7802 E Escalante Rd, Tucson, AZ, 85730
Get directionsDavid is the owner of David Oase CPA PC, a tax and accounting business, and an officer of Oase Financial Services, LLC, an RIA. He also sells life insurance and fixed annuities, and owns several businesses related to an air park.