| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $40.0M | 0.17% |
| $40.0M - $100.0M | 0.15% |
| $100M+ | 0.15% |
Fees are negotiable for amounts over $100 million.
40 N 100 E, Farmington, UT, 84025
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