| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Individual Accounts for immediate family members may be aggregated, and the fee charged based on the total value of family members’ accounts. We also reserve the right to reduce or waive advisory fees and/or minimum account requirements for services provided to family members and friends.
1564 Commercial St. Se, Salem, OR, 97302
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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 →Steven is a partner/owner at Jamison Hanson, LLC, an accounting firm, since 2022. He dedicates nearly full-time hours to this activity, with the majority of the time during securities trading hours.