| Assets Under Management | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10.0M - $15.0M | 0.75% |
| $15.0M - $20.0M | 0.68% |
| $20.0M - $35.0M | 0.56% |
| $35.0M - $50.0M | 0.47% |
| $50M+ | 0.38% |
2394 E. Camelback Road, Suite 100, Phoenix, AZ, 85016
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Learn about disclosures →Thomas is an executive board member and shareholder of National Advisors Trust Company since 2001, dedicating about 10-20% of his time, but has no operating or investment duties. He is also a shareholder and officer in Cross Border Tax & Accounting, spending minimal time on this activity.