| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances.
160 S 100 W, Heber City, UT, 84032
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Learn about disclosures →Bradley owns Graham Accounting and Tax (DBA Utah Small Business Solutions), dedicating full-time hours to it, and is a partner in Lucky 7 Legacy LLC. He also owns High Country Storytellers and is a life and health insurance agent, dedicating minimal time to each.