| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for assets over $3,000,000. Using the previous tier's fee percentage.
19210 Sixpenny Lane, Suite 100, Monument, CO, 80132
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Learn about disclosures →Paul is the chairman of real estate holdings for Alpine Freedom, LLC, spending a few hours per week on this non-investment related activity. He also serves in the Colorado Senate and is involved with Luncom LLC, a communications and messaging consulting company, dedicating a few hours per week.