| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
745 Community Drive, Suite E, North Liberty, IA, 52317
Get directionsMichael owns Tryon Enterprises, an insurance business focused on life, accident, and health insurance, dedicating a few hours per week. He also owns Tryon Investments, LLC, a registered investment advisor in Iowa, spending about a quarter of his time on this.