| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
The annual fees are negotiable.
Scottsdale, AZ
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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 →Kevin is a minority owner and advisory board member of Orion First Financial, LLC, dedicating minimal time. He is also a co-owner of HI Revitalize Inc. via a retirement plan, spending minimal time, and a member of Nokaoi Management LLC, which is not actively conducting business.