| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $200K | 1.15% |
| $200K - $300K | 1.05% |
| $300K - $400K | 0.95% |
| $400K - $500K | 0.85% |
| $500K - $600K | 0.75% |
| $600K - $700K | 0.65% |
| $700K - $800K | 0.55% |
| $800K+ | 0.45% |
Fees are calculated using a blended fee schedule.
8441 West Bowles Ave, Susite #225, Littleton, CO, 80123
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Learn about disclosures →Tyler works under Asset Solutions Inc and is an independent representative with various insurance carriers for fixed insurance business.