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 | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Investment management fees are tiered based on the value of your account (see table). For example, a $2,000,000 account would pay an effective fee of 1.50%, which is $30,000 annually or $2,500 monthly. Fees are negotiable for accounts over $10,000,001. There is also an annual $75 tech fee for accounts over $1,000. Financial planning fees range from $2,000 to $10,000 depending on the project's complexity. Ongoing financial planning is $1,000 upfront and $250 per month. Hourly financial planning is available at $300 per hour.
Areas of Practice
Advisor Information
Office location
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV, 89128
Get directionsRegulatory History
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