| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable.
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
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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 →Craig is a principal and licensed insurance producer at Future Capital Management Corporation since 2019, spending a few hours per week on insurance production activities. He also serves on the finance board at Mission Hills Church, dedicating minimal time, and is the managing member of a dormant LLC.