| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.85% |
Fees are for standard assets. DSTs are subject to a lower fee schedule.
4554 N Forestdale Dr Unit 28, Park City, UT, 84098
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Learn about disclosures →Danielle works as an insurance agent selling various insurance products. This activity takes about 10-20% of her time and is investment-related.