| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Wealth Builder™ has a $2,500 minimum annual fee.
14500 N. Northsight Blvd, Ste, 200, Scottsdale, AZ, 85260
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Learn about disclosures →Joseph holds an ownership interest in Blue Hawaii LLC, formed to hold a rental property, and participates in its management. He spends minimal time on this activity.