| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.35% |
| $1.0M - $1.5M | 1.20% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5 million.
100 Smith Ranch Road, Suite 110, San Rafael, CA, 94903
Get directionsKelly is an IA with Putney Financial Group full-time. She also serves as Treasurer for San Geronimo Community Church, dedicating a few hours per week without compensation.