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 $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M - $20.5M | 0.80% |
| $20.5M - $45.0M | 0.70% |
| $45M+ | 0.70% |
Fees are negotiable above $45,000,000. The fee structure above is for Managed Funds & Stocks. Individual Bonds have a different fee structure: On the First $500,000: 0.80%, On the Next $1,000,000: 0.70%, On the Next $2,000,000: 0.60%, On the Next $5,000,000: 0.50%, On the Next $12,000,000: 0.40%, On the Next $24,500,000: 0.30%, Above $45,000,000: Negotiable
Fee Estimator
Our discretionary asset management fee is calculated using a tiered schedule based on the type of asset (Managed Funds & Stocks or Individual Bonds) and the amount of assets under management. For accounts with both asset types, a blended fee is calculated. The firm has a minimum management fee of $750 per quarter. Financial planning is offered on a fixed fee basis, ranging between $1,000 and $100,000. Ongoing financial planning consists of an initial planning fee ranging between $599 and $2999 and ongoing fee that is paid monthly, in arrears, at the rate of $99 ‐ $999 per month. Bespoke service fees are 1.5% quarterly, paid in arrears, with a minimum AUM of $3 million.
Areas of Practice
Advisor Information
Office location
Phoenix, AZ
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Julie is an ambassador for The Sacred Groves CIC, promoting forest conservation awareness and facilitating the purchase of conservation forest areas. This activity, which is not investment-related, takes about 10-20% of Julie's time.