| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The fee is negotiable.
3445 Penrose Place, Suite 130, Boulder, CO, 80301
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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 →Kevin owns a significant portion of HagsLLC, a real estate company with rental properties, and a minority stake in All5in LLC, a pizza operation. He also owns half of SB Executive Service LLC, a bill pay company; these activities require minimal time commitment.