| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable.
9035 S 1300 E Ste 120, Sandy, UT, 84094
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Learn about disclosures →Reginald assists individuals with the organization and management of defined contribution and defined benefit plans.