| 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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Learn about disclosures →James works as a CPA practitioner at Griffiths, Dreher & Evans, PS, CPAs, dedicating full-time hours to this role, with about half their time during securities trading hours. James also owns rental property, spending minimal time per month on this activity.