| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiated on a client-by-client basis.
200 Fillmore Street, Ste 200, Denver, CO, 80206
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Learn about disclosures →Samuel is the treasurer for a Toastmasters International chapter, a non-profit organization focused on public speaking skills. He spends minimal time registering new applicants and submitting renewals.