| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable from 0.75% for amounts over $5,000,000. Clients who have over $10 million in assets under management may negotiate a flat fee for our asset management service. The flat fee will be dependent on the scope and complexity of the engagement. In any case, the total fee will not exceed 0.75% of the assets under management.
12012 South 700 E., Suite 100, Draper, UT, 84020
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Learn about disclosures →James is a managing partner at Zundel Holdings LLC, a family holding company, and a member/board of directors at Redsky Solutions LLC, a technology/network hardware and service company. He also manages JMZ Real Property, LLC, which holds real property, and serves on the board of directors for Turning Point Justice and Janiis, Inc.