| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Fees are negotiable with management approval.
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112
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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 →Stacey works as an IAR and owner under the RIA DBA A&I Financial Services LLC DBA A&I Wealth Management. She also engages in independent sales with various insurance carriers for fixed products only, and is an owner/member of A&I Holdings LLC, Pufferfish LLC, and 9605 Kingston Court LLC.