| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable.
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
Get directionsJustin co-owns Countertop Concepts Co, LLC, which sells and installs stone countertops, dedicating minimal time. He also co-owns Driven Media, LLC, a website design and maintenance business, also dedicating minimal time. Justin is a licensed insurance producer with Future Capital Management, spending a few hours per week working with various insurance companies.