Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $9.0M | 0.60% |
| $9M+ | 0.50% |
Minimum annual fee of $5,000. Fees are negotiable on a client-by-client basis.
Fee Estimator
Investment management fees are based on a percentage of assets under management, with a minimum annual fee of $5,000. Financial planning fees are determined based on the nature of services and complexity of the client's circumstances, with a minimum quarterly fee of $600. Fees are negotiable on a client-by-client basis. Some financial professionals are also licensed insurance agents and may receive commissions from insurance products sold, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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