| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Fees may be individually negotiated.
220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418
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Learn about disclosures →Adam is a Principal of CliftonLarsonAllen LLP. This activity is not investment-related.