| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M+ | 1.00% |
All fees are negotiable.
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ, 85255
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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 →Susan is a partner, co-owner, CCO, and COO of Capital Insight Partners, a registered investment advisor, dedicating full-time hours to this role. She also works as an insurance agent, selling insurance to existing RIA clients and servicing existing policies, spending a few hours per week on this activity.