| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee of $10,000 or initial investment of $1 million is usually required. Minimums may be lowered or negotiable in certain circumstances.
7887 E Belleview Ave, Suite 1275, Englewood, CO, 80111
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