| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 0.85% |
Fees may be negotiable based on assets under management and complexity of services.
6100 Uptown Blvd Ne, Suite 540, Albuquerque, NM, 87110
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