| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.55% |
| $3M+ | 1.30% |
Fees are not tiered. The total fee charged changes when clients cross the fee threshold(s). Fees are negotiable.
7010 E Chauncey Lane, #130, Phoenix, AZ, 85054
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Learn about disclosures →Jeremy is an Arizona licensed realtor with HomeSmart, Inc., providing referrals for real estate purchases or sales since November 2023. This activity requires minimal time and is not investment-related.