| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.88% |
| $1.0M - $2.0M | 0.82% |
| $2.0M - $4.0M | 0.74% |
| $4.0M - $6.0M | 0.68% |
| $6.0M - $10.0M | 0.62% |
| $10M+ | 0.62% |
Fees are determined on a concierge basis for accounts over $10,000,000. Fees are negotiable and discounted fees may be offered at the firm's discretion.
1935 Vine Street, 120, Murray, UT, 84121
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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 →C. is the President of C. Richard Hopkins, MD PC, working as a physician. This non-investment related activity takes nearly full-time, including a significant portion during trading hours.