| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client.
1670 Broadway, Suite 3300, Denver Regional, Denver, CO, 80202-5602
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Learn about disclosures →James owns rental property that he rents on a short-term basis through Airbnb. He dedicates minimal time to this activity.