| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The above fee schedule does include the Outside Manager’s fee. The Outside Manager’s fee is 0.15% annually, on the assets under management.
2095 W. 6th Avenue, Suite 112, Broomfield, CO, 80020
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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 →Grayson is the owner of Millennial Bookkeeping, but has a sell agreement in place to transition the business to a new owner over three years. He spends minimal time on this activity.