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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
For Wealth Apex™ and Wealth Builder™ services, you'll pay an annual fee based on your portfolio size (see rates in table). The Wealth Builder™ service also has a minimum annual fee of $2,500, whichever is greater. Clients will also incur transaction charges from their custodian. The Wealth Apex™ service requires a minimum portfolio balance of $750,000, while the Wealth Builder™ service requires a minimum of $250,000 and a minimum monthly contribution of $500. Households may aggregate their assets to meet the minimum portfolio balance requirements. However, our firm requires a minimum account balance of $10,000 for individual accounts. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
4300 E Camelback Rd Suite #400, Floor 04, Phoenix, AZ, 85018-2719
Get directionsRegulatory History
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