| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
When our firm selects a model portfolio managed by a third-party investment adviser for a client account, then the client will be assessed an advisory fee for the third-party adviser in addition to the advisory fee charged by our firm. The total advisory fee charged to the client by our firm and the third-party adviser will generally not exceed 2% and will be specified in the advisory contract with each client.
885 Arapahoe Ave, Boulder, CO, 80302
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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 →Gregory is a board director for The Clocktower Project, an advisor for Trailhead Capital, involved in business development for Conscious Alternative Asset Management, and a relationship manager for Bespoke Advisory. These activities involve providing advice, sales, client management, and investment strategy, taking about a quarter of Gregory's time overall.