| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable with clients or alternative fee arrangements may be entered into based on various factors.
13215 SE Mill Plain Blvd, Suite C8-321, Vancouver, WA, 98684
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