| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.15% |
| $150K - $300K | 1.00% |
| $300K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
1670 Broadway, Suite 2200, Denver Hub, Denver, CO, 80202-5602
Get directionsAddison is the owner of Natural Medicinals LLC, where he plans to grow and sell Lion's Mane mushrooms. This activity takes about 10-20% of his time and is not investment-related.