| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing Client relationships may currently exist wherein the fees are higher or lower than the fee schedule above.
670 West Shepard Lane, Suite 101, Farmington, UT, 84025
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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 →James owns a 50% interest in East Meadows Homes, LLC, which manages a mobile home park and owns shares in Land Solutions Partners-East Meadows, LLC. James spends approximately 60 hours per month as a managing partner in this business, which solicited investments from both FWA clients and non-clients.