| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
Fees are negotiable on a client-by-client basis.
1290 Broadway, Suite 1100, Denver, CO, 80203
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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 →Amy is the COO and co-owner of Xtra Mile Interpreting, a nationwide interpreting services company, since 2009. She oversees operations and works on long-term strategy, dedicating a few hours per week to the business.