| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
7001 East Belleview Ave, Suite 800, Denver, CO, 80237
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Learn about disclosures →John is an insurance agent involved in insurance sales and service since March 2025. This takes about a quarter of his time, with a portion of that time occurring during trading hours.