| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M+ | 1.00% |
All fees are negotiable.
7328 East Deer Valley Road, Suite 105, Scottsdale, AZ, 85255
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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 →Donna is a Director at Large with The Financial Planners Association Arizona since January 2024, connecting with other financial planners and the community. She spends about 10-20% of her time helping the organization run smoothly.