| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M+ | 1.25% |
Fees are negotiable for amounts over $2,500,000. Using the previous tier's fee percentage as the starting point for negotiation.
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT, 84121
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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 →Gregory is an agent/advisor at AG Financial, LLC, an independent insurance agency, since 2009. He is also an insurance agent at Gregory Oda, an independent insurance agency, since 2009.