Your Financial Planning Fort Collins team is in Georgia at XYPN LIVE this week, learning how to improve what we do for you. We look forward to returning to bringing what we learn back home to share with you. We’ll see you soon!...
|Assets Under Management||Annual Fee|
|$0 - $1,000,000||0.60%|
|$1,000,000 - $3,000,000||0.50%|
|$3,000,000 - $5,000,000||0.25%|
|$5,000,000 and above||0.10%|