| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
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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 →Michael is an investment advisor representative at Parsonex Advisory Services, dedicating about 10-20% of his time. He is also an insurance agent selling insurance products, spending minimal time on this activity, and the president of Objective Resources Inc, an investment-related company where he trades for himself, spending a few hours per week. Additionally, Michael serves as a Lieutenant Colonel in the Army National Guard, a full-time commitment.