| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.13% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616
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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 →Melissa owns RWIM Properties, LLC, a property management company, since 2021. She dedicates a few hours per week to property management duties.