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 $1000K | 1.13% |
| $1.0M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
For Comprehensive Portfolio Management, fees are based on a percentage of assets managed. For Financial Planning, fees are charged as a one-time or recurring flat fee, not exceeding $250,000 annually. Pension consulting fees can be hourly ($250/hour), flat (ranging from $500 to $25,000), or based on a percentage of plan assets (not exceeding 1.125%). Betterment charges an additional advisory fee of up to 0.20% for accounts custodied on their platform.
Areas of Practice
Advisor Information
Office location
1028 S. Bridgeway Place, Suite 200, Eagle, ID, 83616
Get directionsRegulatory History
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