| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $20.0M | 0.00% |
| $20M+ | 0.00% |
Fees are generally negotiable.
9755 SW Barnes Road, Suite 595, Portland, OR, 97225
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Learn about disclosures →Nicole is a licensed Certified Public Accountant in Oregon since March 2018.