| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
370 West Center Street, Orem, UT, 84057
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Karsten is a board member of The Jump$tart Coalition and does lesson plan consulting for Stocktrade.com, each taking minimal time. He is also a partner/member in TCI Security and Monitoring, LLC, spending a few hours per week, and owns Walker Enterprises, LLC, dedicating about 10% of his time.