| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
3350 S. 15th E., Idaho Falls, ID, 83406
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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 →Tyson is an employee of Edge Financial Group, LLC, providing accounting, bookkeeping, and tax preparation services. This takes about half of Tyson's time and he receives a salary for these services.