| 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 directionsRoberto is a managing member of Nuvo Ventures, LLC, a single-purpose entity holding an investment in a private software company, requiring minimal time. He is also a managing member of Citius Ventures, LLC, an investment holding company, dedicating a few hours per week to consulting and board duties, and the Director of Sales at Axiom Financial, working full-time.