| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.89% |
| $250K - $1000K | 0.89% |
| $1.0M - $3.0M | 0.79% |
| $3.0M - $5.0M | 0.69% |
| $5.0M - $10.0M | 0.59% |
| $10M+ | 0.49% |
EAG charges a fee based on assets under management. For Advisory Services, fees are tiered based on AUM, with lower rates for higher asset levels. For Personal Strategy+ Services, the annual fee is 0.49%. Clients may pay Personal Strategy+ fees via credit card, but should consider the interest implications. The minimum AUM to open an Advisory Services account is $100,000, and the minimum AUM for Personal Strategy+ is $25,000.
8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111
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