| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.55% |
| $3M+ | 1.30% |
Fees are not tiered. The total fee charged changes when clients cross the fee threshold(s). Fees are negotiable.
7010 E Chauncey Lane, #130, Phoenix, AZ, 85054
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Calvin owns CPG Group, LLC, an entity established to hold indirect ownership in Strategy Financial Services, LLC, but spends no time on it. Calvin is also a licensed insurance agent and the sole owner of Strategy Financial Insurance, LLC, an affiliated insurance brokerage company, spending an approximately equal amount of time with each firm on a daily basis.