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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For traditional securities, the fee is 1.25% on the first $500,000, 1.1% on the next $500,000, 1.0% on the next $1,000,000, and 0.85% on amounts above $2,000,000. For digital securities, the fee is 1% of assets under management. These fees are negotiable. Financial planning and consulting fees are billed hourly, not to exceed $500 per hour. Fees for digital asset consulting are negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
510 L Street, Ste 550, Anchorage, AK, 99501
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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