| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
315 S. Almon, Moscow, ID, 83843
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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 →Nathan is a 1% member of Jungo, LLC, a software/app development company, since 2017. He dedicates minimal time to this non-investment related activity.