| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
SGI reserves the right to charge clients less than the stated maximum fee.
Layton, UT
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Learn about disclosures →Colton works as a Distribution & Logistics Manager for Hope & Henry, LLC, a retail/e-commerce company, dedicating full-time hours to supply chain, warehousing, and special projects. This activity is not investment-related.