| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees may be negotiated and may be lower than the rates noted in the standard fee schedule.
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
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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 →Michael is the president of MCTLR Inc., a family LLC for tax purposes, since 2009. He is also the CEO of Galloway Asset Management, LLC (DBA Public Safety Financial) since 2006 and the CEO of Public Safety Financial Insurance, an insurance agency, dedicating minimal time.