| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances.
8355 East Hartford Drive, Suite 105, Scottsdale, AZ, 85255
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Learn about disclosures →Christopher works as an insurance agent selling fixed insurance products since 2022, dedicating full-time hours to this. He also works as a Door Dash driver for a few hours per week since 2024.