| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
8310 S. Valley Highway, Suite 110, Englewood, CO, 80112
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Learn about disclosures →Steven is an investment advisor representative with Parsonex Advisory Services, spending about a quarter of his time there. He also works as an insurance agent, selling insurance products, and solicits tax preparation referrals, dedicating minimal time to each.