| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for assets over $1,000,001.
Investment advisory fees are based on a percentage of assets under management, ranging from 1.00% to 1.50% annually. Fees are negotiable for assets over $1,000,001. The minimum annual fee is $1,000 per account, and a minimum of $250,000 is generally required to open and maintain an advisory account, though this may be waived. On an exception basis, services may be provided at an hourly rate. Clients may also incur additional fees, such as custody, transaction, and fund expenses.
4001 South 700 East, Suite 554, Salt Lake City, UT, 84107
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Jeanne is an independent insurance agent, though not actively selling insurance. She is also a principal in Fortius Capital Management, LLC, and the owner of Distinctively Deitz, an event and hospitality tea party business.