| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.75% |
Fees negotiable for accounts over $10,000,000. Pension Consulting uses the same fee schedule.
8800 E. Raintree Drive, Ste. 110, Scottsdale, AZ, 85260
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Learn about disclosures →Thomas is an insurance agent selling life, fixed, and health insurance, dedicating about half his time to this. He also owns an insurance agency and sells life and health insurance through Smooth Sand Group, LLC, spending minimal time on this.