| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are generally negotiable.
16930 East Palisades Blvd., Suite 100-C, Fountain Hills, AZ, 85268
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Learn about disclosures →Amy works for Provider Health Solutions, spending a few hours per week on HR-related projects and assisting with their 401K plan. She is also a Certified Tax Advisor, providing financial planning and tax advice, dedicating about 10-20% of her time to client meetings, tax return review, and financial statement preparation.