| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Wealth Builder™ has a $2,500 minimum annual fee.
6720 North Scottsdale Road, Suite 385, Scottsdale, AZ, 85253
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Learn about disclosures →William is a managing member and 40% owner of Fun Times AZ LLC, owning a houseboat. He is also a licensed life and health insurance agent providing counsel to former clients, and a member of a rental real estate holding company.