| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are negotiable, but not to exceed 2.50% annually.
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
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Learn about disclosures →Robert serves as a board member for Monorail Securities, LLC, an investment advisory firm and technology company. He dedicates minimal time to assisting with marketing, PR, and strategic networking.