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 $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
The standard fee schedule is based on the total value of your managed assets. For example, a $4 million portfolio would cost $40,000 per year. Fees are negotiable for accounts over $20 million. The minimum account size is generally $3,000,000, but it's $100,000 for wrap fee programs. Client-directed accounts are charged 0.10% annually, billed quarterly.
Areas of Practice
Advisor Information
Office location
6730 N. Scotsdale Road, Suite 230, Scottsdale, AZ, 85253
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
Gavin does clothing advertisement modeling through a licensed agency since May 2023. This non-investment related activity requires minimal time.