| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.13% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Devin works seasonally for Jim Geddings, CPA PLLC during tax season and is an Idaho resident insurance producer, though currently not dedicating any time to insurance work. Devin also volunteers as a pro-bono financial planner for Advisers Give Back and Wings for Widows, and is a board member of the Boise Estate Planning Council.