| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
Bozeman, MT
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Eric is treasurer of Flynn Ranch, Inc., owner of Flynn Ranch Hunting, LLC and Flynn Farms, LLC, advisory council chair for Montana State University's College of Business, and President's Council Rep for CFA Institute. These activities require minimal time and are not investment-related.