Looking for Well-Rounded Success? You came to the right place!
Dan Andrews, CFP® and Well Rounded Success® are now at Financial Planning Fort Collins®!
We’re glad you’re here and we invite you to take a look around.
|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%|