| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Zachary is employed by Parsonex Enterprises, Inc. and its subsidiaries, including Parsonex Securities, Parsonex Capital Markets, and Parsonex Advisory Services, in various roles related to brokerage, investment advising, and operations.