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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). This fee is calculated and billed quarterly in advance. Financial planning is normally included for existing clients without additional fees. For standalone financial planning, hourly fees of up to $250 per hour may apply.
Areas of Practice
Advisor Information
Office location
2726 Illinois Dr, Suite 201, Fort Collins, CO, 80525
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 ActivitiesSells Insurance
Jason is a CPA and owner of EGER CPA PC, a CPA firm, dedicating nearly full-time hours to it. He also owns rental property and is involved in insurance sales, dedicating minimal time to each, and has ownership in US Liberty Arms, LLC and Ace Hardware of Johnstown, LLC.