| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.90% |
| $1.0M - $10.0M | 1.65% |
| $10.0M - $50.0M | 1.40% |
| $50M+ | 1.15% |
Fees are negotiable, but not to exceed 2.50% annually.
3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646
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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 →Timothy is a part-owner of Bizintro LLC, a business networking site, but currently spends no time on it. He is also the President/Owner of Fiat Voluntas Tua, Inc. dba Cloverdale Montessori School, spending a few hours per week assisting with administrative tasks.