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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are calculated on a graduated basis and are negotiable depending on individual client circumstances.
Fee Estimator
For wealth management services, fees are based on a percentage of assets managed, billed quarterly in advance. For example, the annual fee is 1.25% on the first $250,000, scaling down to 0.40% for assets over $20,000,000. Fees are calculated on a graduated basis. The firm may charge a fixed fee in limited circumstances, and fees are negotiable. Financial planning services are billed at $450/hour or a fixed fee between $450 and $5,000, depending on the complexity and scope of the engagement.
Areas of Practice
Advisor Information
Office location
1949 Sugarland Drive, #220, Sheridan, WY, 82801
Get directionsRegulatory History
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