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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor. A minimum annual fee of $5,000 will be charged on accounts below $350,000.
Fee Estimator
Investment advisory fees are charged quarterly in advance, based on the portfolio's value. Fees are progressive, meaning you pay different rates for different asset levels. For accounts under $350,000, a minimum annual fee of $5,000 ($1,250/quarter) applies. Fees are negotiable at the Advisor's discretion. Financial planning fees range from $2,500 to $10,000, due upon execution of the agreement. Tax services may or may not be included as part of the advisory services.
Areas of Practice
Advisor Information
Office location
5090 N. 40th Street Suite 205, Phoenix, AZ, 85018
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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