| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.02% |
| $250K - $500K | 0.02% |
| $500K - $750K | 0.02% |
| $750K - $1000K | 0.02% |
| $1M+ | 0.02% |
This schedule is for Wrap Comprehensive Portfolio Management (asset management and financial planning). Fees are negotiable.
6263 North Scottsdale Road, Suite 265, Scottsdale, AZ, 85250
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 →