| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees negotiable for accounts over $20,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
6730 N. Scottsdale Road, Suite 230, Scottsdale, AZ, 85253
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