| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.35% |
| $4M+ | 0.25% |
10260 SW Greenburg Road, Suite 300, Portland, OR, 97223
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Learn about disclosures →Nelson Rutherford retired as Managing Partner of Alten Sakai & Company LLP in 2017 and now holds the title "of Counsel", assisting with client consulting. This activity takes about a quarter of Nelson's time.