| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Discounts not available to our clients are offered to family members and friends of associated persons of our firm. The Wealth Conservancy, Inc. can negotiate agreed upon adjustment at its discretion.
2355 Canyon Blvd, Suite 204, Boulder, CO, 80302
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Learn about disclosures →Melissa owns Salted Toast Coaching, LLC, which provides life coaching services as an independent contractor. She dedicates a few hours per week to this non-investment related activity.