| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee rate may increase or decrease based on portfolio size and complexity, with client's consent.
95 West 100 South, Suite 210, Logan, UT, 84321-5811
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