| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary based on numerous factors.
390 Interlocken Crescent, Suite 348, Broomfield, CO, 80021
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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 →Elizabeth is involved in several for-profit ventures, including Counter Brands LLC, FigureFIT LLC (offering online nutrition and fitness coaching), Solace Yoga School (via FigureFIT LLC), and Microtel Leadville. These activities take a few hours per week of Elizabeth's time.