| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable or waived under special conditions.
408 N Mullan Rd, Spokane, WA, 99206
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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 →Deanna is a CPA practitioner at Griffiths, Dreher & Evans, PS, CPAs, dedicating full-time hours per week, with about 10-20% of her time during securities trading hours. She also owns rental property and APEX Property Management, dedicating minimal time and a few hours per week, respectively.