| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10 million.
915 NW 19th Ave Suite F, Portland, OR, 97209
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Learn about disclosures →Gretchen is a board member for a youth soccer club, a member of the finance committee for a church and a community warehouse, and co-owns two rental properties. These activities take minimal time.