| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
All fees are negotiable at the discretion of Centerpiece.
6400 S Fiddlers Green Cir Ste. 300, Greenwood Village, CO, 80111
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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 →Jason is a 10% member of Hair by Sarah Baer LLC, a hair salon, and assists with accounting matters. This takes about 10-20% of his time and does not occur during securities trading hours.