| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees negotiable for accounts over $2,500,001.
1040 South Gaylord Street, Suite 12, Denver, CO, 80209
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Patrick is an insurance agent since 2003, providing insurance products for clients. This requires minimal time.