| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
Santaquin, UT
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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 →Tanner is an insurance agent providing insurance services since March 2022, dedicating about 10-20% of his time. He also works as a tax accountant for K2 Business Group and as a tax senior for Rainwater CPA, each taking about 10-20% of his time.