| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts above $10m for Equity Income Strategy.
601 W. Main Ave, Suite 1300, Spokane, WA, 99201
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Learn about disclosures →William owns Crepe Cafe Sisters LLC, a food service business, dedicating a few hours per week. He also works as a collegiate sports commentator for KHQ Television Group and Gonzaga University, spending a few hours per week and minimal time per month, respectively.