| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
1200 17th St #1000, Denver, CO, 80202-5835
Get directionsFred holds various ownership positions and directorships in several companies, including Miller Estate Co., Kelinco, Freedom Funds Mgt Co, Carbon Co Holding Co, Centennial LLC, Cowboy State Bancorp Inc., Meade Crossing, and Rawlins Natl Bank. These activities are not investment-related.