| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Alyson is involved with Retirement Outfitters, an investment-related and insurance business, since July 2021. This takes a significant amount of her time, about a quarter of her time.