| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.85% |
| $250K - $500K | 1.70% |
| $500K - $1000K | 1.55% |
| $1.0M - $3.0M | 1.45% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fee for funds in the Fixed Account is 0.50%.
1001 SW Higgins, Ste 201, Missoula, MT, 59801
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Learn about disclosures →Adam owns UKIAH LLC, which holds a liquor license for a restaurant, and Upon the Rock Leadership, a leadership training company. He also serves as a board member and chair for Missoula Youth for Christ, dedicating minimal time to each of these activities.