| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees negotiable for accounts over $25,000,001.
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR, 97035
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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 →Heather is the principal of AKT Services LLP, a holding company, since 2018. She dedicates minimal time to this activity.