| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees negotiable for amounts over $2.5 million.
13715 W 26th Ave, Golden, CO, 80401
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Learn about disclosures →Chad works as an agent for Aegis Financial, an insurance marketing organization, since 2011. This investment-related activity takes up more than full-time hours each month, primarily during securities trading hours.