| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.95% |
| $4.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees may be negotiable for accounts with market value in excess of $7,000,000.
9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR, 97015
Get directionsRandy is the President of R & R 419, Inc., a tax-related pass-through entity for managing income and expenses related to his role with Pinnacle Wealth Advisors, Inc. and his insurance business. This takes a few hours per week.