| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
Get directionsCarol is an investment advisor representative with Parsonex Advisory Services, dedicating about a quarter of her time. She also works as an insurance agent for Back 9 Insurance, selling insurance products and spending a few hours per week. Carol also spends minimal time as a group leader for a local networking group and assisting with client referrals for living trust needs.