| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
For Comprehensive Asset Management, you'll pay an annual fee based on the value of your assets under management. Fees are billed quarterly in advance and are negotiable. Clients will also incur transaction charges from their custodian. Either party may terminate the advisory agreement at any time, and a pro-rata refund of unearned fees will be provided.
315 S. Almon, Moscow, ID, 83843
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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 →Christopher is a member of HRC Wealth Management, dedicating nearly full-time hours to wealth management and client meetings. He also works as a sales representative for health insurance and an insurance agent selling fixed insurance products, spending minimal time and a few hours per week, respectively.