| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients can negotiate different fees based on various factors.
7676 Forsyth Blvd., Suite 2100, St. Louis, MO, 63105
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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 →Daniel owns Crestmoor Partners LLC, which was formerly the DBA for Basis Financial Planning. The RIA has been withdrawn and Daniel is closing the LLC in 2022, spending no time on it.