| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.55% |
| $3M+ | 1.30% |
Fees are not tiered. The total fee charged changes when clients cross the fee threshold(s). Fees are negotiable.
20301 North Hayden Road, Suite E115, Scottsdale, AZ, 85255-5454
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