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 | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
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.
Areas of Practice
Advisor Information
Office location
315 S. Almon, Moscow, ID, 83843
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
Mark is the treasurer for the Moscow High School Bears Gridiron Club and a finance committee member for Eastside Mall. Both roles involve overseeing accounting and tax filings, and each takes a few hours per week.