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 $1000K | 1.13% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
For Comprehensive Portfolio Management, fees are based on a percentage of assets managed. For Financial Planning, fees are charged as a one-time or recurring flat fee, not exceeding $250,000 annually. Pension consulting fees can be hourly ($250/hour), flat (ranging from $500 to $25,000), or based on a percentage of plan assets (not exceeding 1.125%). Betterment charges an additional advisory fee of up to 0.20% for accounts custodied on their platform.
Areas of Practice
Advisor Information
Office location
1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616
Get directionsRegulatory History
No 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 →Other Business Activities
Melissa owns RWIM Properties, LLC, a property management company, since 2021. She dedicates a few hours per week to property management duties.