| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.15% |
| $150K - $300K | 1.00% |
| $300K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
1670 Broadway, Suite 2200, Denver Hub, Denver, CO, 80202-5602
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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 →Adam owns a short-term rental condo and is also the owner of Sken Spa, a medical spa offering injectables and other services. He dedicates a few hours per week to the rental property and about a quarter of his time to the spa.