| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable.
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208
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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 →Steven is the CEO of AET Investment Services, LLC, a broker/dealer, and a Partner/Manager at Steward Alts, LLC, managing real estate and private credit deals. He is also President and an Investment Adviser Representative at Columbia Advisory Partners, LLC; these activities take up about half of Steven's time for AET Investment Services, LLC and Columbia Advisory Partners, LLC, and a few hours per week for Steward Alts, LLC.