| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.07% |
| $1.0M - $3.0M | 1.03% |
| $3.0M - $5.0M | 0.94% |
| $5.0M - $10.0M | 0.73% |
| $10.0M - $20.0M | 0.61% |
| $20M+ | 0.49% |
All advisory fees are negotiable, including the primary fee schedule, the minimum annual fee and the Asset Administration, Reporting & Technology fee.
13894 S. Bangerter Highway, Suite 207, Draper, UT, 84020
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Katherine is a passive owner (3%) of Farstvedt & Scott, LLC, a storage unit facility/office space, since 2016. She dedicates no time to this non-investment related activity.