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 | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Fees for financial planning are a negotiable fixed fee, not to exceed $20,000. Individually managed accounts have negotiable fees ranging from 0.0% to 1.5% annually, based on account size and complexity. 401(k) plan management fees range from 1.00% to 0.50%, with higher amounts being negotiable. Family office investment consulting fees range from $5,000 to $50,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis. Where consulting services are ongoing, the annual fee will not exceed 1.50%.
Areas of Practice
Advisor Information
Office location
680 S. Cache St., Suite 100 - 7403, Jackson, WY, 83001
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
Theodore works as a consultant/independent contractor for DoorDash Inc., a delivery service, to supplement his income. He spends a few hours per week in this role, primarily during evenings and weekends.