| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
680 S. Cache St., Jackson, WY, 83001
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 →Loren owns Halo Audio, LLC since 2013, which is not investment related. Loren spends about 10-20% of their time during securities trading hours and about a quarter of their time overall managing operations, client relations, and projects.