| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
11681 S 700 E, Suite 200, Draper, UT, 84020
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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 →Dan is a licensed realtor in Utah, primarily for personal transactions and assisting past clients, and manages his own investment property, Peter Pan Apts, Inc. He dedicates minimal time to real estate activities and about 10-20% of his time to property management.