| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees associated with accounts greater than $7,000,000 will be negotiated.
4582 S Ulster St., Suite 1300, Denver, CO, 80237
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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 →Austyn is dually registered with DWM and LPL Financial LLC, spending most of his time as an investment advisor representative. He also serves as Treasurer for Tech Center Toasters, spends minimal time as a co-owner of Super Bear Properties, LLC, and is a licensed insurance agent, recommending and implementing insurance products.