| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances.
Bountiful, UT
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Craig owns Disruptor LLC and 945 Stonehaven LLC, spending minimal time on each. He also conducts investment advisory services through Pinnacle Wealth Strategies, LLC full-time, and sells life, disability, and insurance through CKC Insurance LLC for a few hours per week.