| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Management Fees are negotiable. In addition to the investment management fee clients will be charged a .10% platform fee for the use of the Advyzon trading services and client portal with advanced reporting.
404 Kiva Court Suite G, Santa Fe, NM, 87505
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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 →Alan is involved in short-term rental real estate and receives no commissions. He also works as an associate professor at Purdue University.