| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.07% |
| $1.0M - $3.0M | 1.03% |
| $3.0M - $5.0M | 0.94% |
| $5.0M - $10.0M | 0.73% |
| $10.0M - $20.0M | 0.61% |
| $20M+ | 0.49% |
All advisory fees are negotiable, including the primary fee schedule, the minimum annual fee and the Asset Administration, Reporting & Technology fee.
13894 S. Bangerter Highway, Suite 207, Draper, UT, 84020
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 →Stephen is a managing member of Magic-Closet LLC, which sells an outdoor pickleball game online. He spends minimal time on this non-investment-related business, focusing on accounting, finance, and sales.