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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Fees may be negotiated based upon the size of the account and the nature of the services provided.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For example, a $2 million portfolio would cost about $16,000/year. The annual minimum fee is $10,000, billed quarterly, unless otherwise agreed to. Management fees may be negotiated based on account size and services provided. There is an initial onboarding fee of $27.50 per day until assets are received into the account.
Areas of Practice
Advisor Information
Office location
Chandler, AZ
Get directionsRegulatory History
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