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% |
| $1M+ | 0.50% |
Fee Estimator
Wealth management fees are 1.00% per year on the first $1,000,000 and 0.50% on assets above $1,000,000. The minimum annual wealth management fee is $5,000. Financial planning fees range from $1,000 to $5,000, depending on complexity. These fees may be negotiable. Investment management fees for ERISA plans are 1.00% on the first $1,000,000 and 0.50% on assets above $1,000,000, with a $2,500 minimum. Retirement plan services fees for ERISA plans are 0.50% on the first $5,000,000 and 0.25% on assets above $5,000,000, with a $2,500 minimum.
Areas of Practice
Advisor Information
Office location
2400 E. 25th Street, Idaho Falls, ID, 83404
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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