| 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 →Brett works as a 1099 paraplanner for TrueNorth Wealth, assisting with retirement planning through A1 Planning. This non-client facing role takes minimal time and involves preliminary work finalized by a registered advisor.