| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee rate may increase or decrease based on portfolio size and complexity, with client's consent.
95 West 100 South, Suite 210, Logan, UT, 84321
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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 →Jeffrey is an independent insurance agent for various companies. He also serves on the Logan Transit Board, is a member of the Rotary Club, is involved with the Estate Planning Council of Northern Utah, and is a marketing/planning partner at ESOT Resources.