| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable in certain circumstances.
812 East 2100 South, Salt Lake City, UT, 84106
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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 →William is the Chief Financial Officer of Alta Lodge Corporation, a family-owned hotel/ski lodge. He dedicates minimal time to this role.