| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable.
Boulder, CO
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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 →Heidi is the lead event planner for the Colorado Financial Planning Association (COFPA) since September 2024. She dedicates a few hours per week to organizing a pro bono event offering financial planning support to the local community.