| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
664 S Rivershore Lane, Suite 150, Eagle, ID, 83616
Get directionsPamela leases rental and office equipment, provides notary services, and owns a tax practice, dedicating minimal time to each. She also works as an investment advisor and consultant, spending full-time hours providing financial advisory services and variable/fixed indexed insurance policies through American Independent Securities Group.