| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.89% |
| $250K - $1000K | 0.89% |
| $1.0M - $3.0M | 0.79% |
| $3.0M - $5.0M | 0.69% |
| $5.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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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 →Adam is involved with Carleton Investors, Inc. in the purchase of multifamily assets, Carleton Property Management LLC/Carleton Management for asset oversight, and Carleton Realty Group as an officer/director. These activities require minimal time.