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 | 1.60% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.25% |
Minimum quarterly fee of $1,750. Account size may be negotiable.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, ranging from 0.25% to 1.60% annually, billed quarterly. A minimum of $500,000 in assets is required, with a minimum quarterly fee of $1,750. Financial planning fees typically range from $2,500 to $5,000 for a comprehensive plan. Hourly consulting is also available: Principals $500/hour, non-principal advisors $200/hour, and administrative staff at $75/hour. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
10091 Park Run Drive, #110, Las Vegas, NV, 89145
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