| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903
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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 →Robert co-owns Robeli LLC, which manages residential rental properties, dedicating minimal time. He also serves on the Eastern Colorado Bank Advisory Board, spending minimal time per week.