| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.95% |
| $5M+ | 0.50% |
Minimum Recurring Quarterly Advisory Fee – $2,500
1040 S. Gaylord St., #4, Denver, CO, 80209
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Alison is a Colorado Notary, spending minimal time on this non-investment related activity. Alison also jointly owns rental property with her spouse, which does not require time during business hours, and is an Investment Adviser Representative with Destiny Capital Corporation.